James Hartland

STEP Asia Conference 2024: Staying Ahead – Astute and Resilient Estate Planning

Leave a Comment / Investments, Trust and Estate Planning, Wealth /

I am excited to announce that I will be attending the STEP (Society of Trust and Estate Practitioners) Asia Conference 2024 next week in Singapore, accompanied by my colleague, Conrado Capili. This annual gathering is one of the premier events for trust and estate practitioners in Asia and the Middle East, attracting STEP advisors and […]

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Advising Clients on Escaping Looming Tax Traps Through Strategic Relocation

Leave a Comment / James Hartland, Relocation /

Why are many hard-working business people and international citizens working in the UK already deciding to pack their bags and leave? Brexit has regrettably hastened the decline of the UK economy, with proposed changes to domicile regulations likely further to prompt an exodus of wealth from the country. The UK’s appeal to international investors and

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Navigating Complex Family Wealth: Insights from the Estate Planning and Wealth Succession Asia Forum 2024

Leave a Comment / Expats, Wealth, Wills and Estate Planning /

The recent event, hosted by EPPL (Estate Planning Practitioners Ltd) at the Ocean Park Marriott Hotel in Hong Kong, was a notable success. Despite the disruption caused by Hurricane Yagi, which heavily impacted China and Northern Vietnam, Hong Kong managed to evade the worst of the storm.   The Estate Planning and Wealth Succession Asia Forum 2024,

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Three Key Phases to Successful Retirement Planning

Leave a Comment / Investments, Retirement, Wealth /

Everyone has a different vision of what retirement looks like. Setting a vision for how you want to spend your “golden years” is the first step in establishing your retirement portfolio. Most people go through three phases in their financial journey—wealth accumulation, wealth preservation, and income generation—each with specific investing implications. Understanding the phases of

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Why It Could Be Important for You to Work With an Independent Financial Adviser (IFA)

Leave a Comment / Investments, James Hartland, Retirement /

In our rapidly changing world, new technologies and evolving regulations can make managing finances daunting, especially for international employees, business owners, and expats. Staying informed and making the right financial decisions can feel overwhelming. This is where an Independent Financial Adviser (IFA) can be invaluable. The Value of an IFA Many of us neglect to

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National Finance Summit 2024: Strategic Plays Against Global Financial Threats by James Hartland

Leave a Comment / Invitations, James Hartland /

Amidst the grandeur of the National Finance Summit 2024, held at Le Pavillon in the bustling heart of Metro Manila, James Hartland, our esteemed managing director, took center stage to address a pressing issue of our times: “Strategic Plays Against Global Financial Threats.” With insightful notes, James embarked on a journey to enlighten us about

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