Insights

Just In Case Handbook — organise the essentials for the people who matter most

Just In Case Handbook — organise the essentials for the people who matter most 11th November 2025 Life moves fast. When circumstances change or someone dies, having the right information in one place makes an enormous difference to loved ones left to manage practical and legal matters. That’s why we created the Just In Case Handbook — a simple, practical template to help you gather and preserve the details your family will need when it

November 11, 2025

Why ESG Still Matters — Even If You’re Not Into ESG

Why ESG Still Matters — Even If You’re Not Into ESG 9th October 2025 ESG (Environmental, Social and Governance) and sustainable finance have come a long way from being “nice-to-have” buzzwords. Across Europe, they’re now at the heart of regulation reshaping how advice firms, investors and financial institutions operate. You might not think of yourself as a “sustainable investor.” That’s fine, but over the next year, new EU rules mean everyone’s investments will be affected by how the financial

October 9, 2025

Wexit is Real – What it Means for Expat Wealth in 2025

Wexit is Real – What it Means for Expat Wealth in 2025 28th August 2025 2025 has given us a new buzzword: Wexit. And no, it’s not a sequel to Brexit (though the timing feels familiar). Wexit refers to the record-breaking exodus of high-net-worth individuals from the UK, an estimated 16,500 millionaires are set to leave this year, making it the largest outflow globally. Why the sudden stampede for the airport lounge? The answer lies

August 28, 2025

Markets, Margaritas & Mixed Signals: Your Summer Holiday Insight

Markets, Margaritas & Mixed Signals: Your Summer Holiday Insight 17th July 2025 As the school holidays approach and half the UK gears up to flee to the Med, the global economy seems to be trying its own version of a summer getaway – only with a little more drama and a lot less SPF. Over in the U.S., markets have been partying like it’s spring break: the S&P 500 has rallied over 25% since early

July 17, 2025

Living Abroad, Thriving Financially: 10 Money Truths Every Young Expat Should Know

Living Abroad, Thriving Financially: 10 Money Truths Every Young Expat Should Know 25th June 2025 For many in their 20s and 30s, living overseas isn’t just a phase, it’s a lifestyle. From weekend getaways to cultural immersion and career opportunities, it’s a time full of energy, adventure, and unforgettable experiences. But while your passport gets a workout, your finances need some attention too. At Partners Like Us, we work with globally mobile clients every day and

June 25, 2025

Staying the Course: Making Smart Financial Planning Decisions in Uncertain Times

Staying the Course: Making Smart Financial Planning Decisions in Uncertain Times 15th May 2025 As the days get longer and it finally feels like summer is on its way, many of us are looking forward to a bit of sunshine and a break from the constant stream of dramatic headlines. From Trump era tariffs reappearing to political plot twists in the UK and Europe, there’s been no shortage of noise this spring. And let’s be

May 15, 2025

Smart Planning, Secure Future: How Cash Flow Modelling Puts You in Control

Smart Planning, Secure Future: How Cash Flow Modelling Puts You in Control 11th March 2025 This month’s insight comes from Ben Noifeld, one of the co-founders at Partners Like Us. Ben believes that financial planning is about more than just managing money, it’s about creating a clear path to achieve long-term financial security and the lifestyle you want. Client Benefits and Feedback Received “After working through my finances, I could plan to retire two years

March 11, 2025

PLU Financial Review: Trump Tweets, Reeves Computes, January 2025 Is All Noise and Numbers!

Trump Tweets, Reeves Computes, January 2025 Is All Noise and Numbers! 31st January 2025 As we move into the shortest month of the year, January 2025 could certainly be described as noisy in the financial and political world, especially with the influence of Donald Trump in the U.S. and Rachel Reeves in the U.K. Both figures are making bold economic moves that are sparking debate, market reactions and political pushback. The “Noise” of Trump’s Return

January 31, 2025

Our Clients Are As Individual As Our Advice

Our Clients Are As Individual As Our Advice 10th December 2024 At Partners Like Us, our mission is to provide clear, tailored and trustworthy financial advice. Whether addressing straightforward needs like pension planning or navigating intricate cross-border financial complexities, our advisers ensure your best interests are always at the heart of what we do. Leveraging trusted partnerships with global tax specialists, lawyers and accountants, we deliver comprehensive solutions that address both immediate and future financial

December 11, 2024

Changes to Inheritance Taxation

October Budget 2024 Changes to Inheritance Taxation: Shift from Domicile to Residence Based Assessment 4th November 2024 The recent budget changes, while challenging, have also opened up planning opportunities. For individuals residing outside the UK, there are strategic avenues to reduce exposure to UK inheritance tax (IHT) of 40% on worldwide assets. Likewise, UK residents considering a move abroad can explore options for special tax regimes available in Europe and beyond. With careful cross-border planning,

November 4, 2024

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