About Money and Life

Looking at money through a different lens.

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Financial Planning

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Staying positive in a world that’s going mad

Staying positive in a world that’s going mad

Lost in translation

Lost in translation

Some good news from the IRD

Financial Planning

Some good news from the IRD

Don’t put all your ESGs in one basket

Don’t put all your ESGs in one basket

PIEs enhancing portfolios

Financial Planning

PIEs enhancing portfolios

When art turns ugly: An estate planning tale

Financial Planning

When art turns ugly: An estate planning tale

Travelling wisely

Travelling wisely

A giant in the field

A giant in the field

Adding infrastructure to the portfolio

Adding infrastructure to the portfolio

Think global? Act local

Think global? Act local

Market Update

Whale tales - an ongoing story

Whale tales - an ongoing story

Diversification is the best defence for uncertain times

Diversification is the best defence for uncertain times

Remember inflation? It's back!

Remember inflation? It's back!

Tax tweak. Just a wee squeeze please

Tax tweak. Just a wee squeeze please

Financial Planning

Moving Houses

Whale watching over summer

Whale watching over summer

Hold that music! Automated tax filing

Financial Planning

Hold that music! Automated tax filing

Change is the watch word

Financial Planning

Change is the watch word

It's Complicated

Financial Planning

It's Complicated

What of China-US tensions? The talk is of multi-polarity.

What of China-US tensions? The talk is of multi-polarity.

The investment landscape: A year on from the low of March 2020

The investment landscape: A year on from the low of March 2020

The way forward: Volatility, Uncertainty, Complexity and Ambiguity

The way forward: Volatility, Uncertainty, Complexity and Ambiguity

Creativity blooms under lockdown

Creativity blooms under lockdown

Properties with an eye to the future

Properties with an eye to the future

Gimme Shelter? Trusts’ use by date drawing closer.

Financial Planning

Gimme Shelter? Trusts’ use by date drawing closer.

How the Crisis Affects your Financial Plan: Time to Adjust your Roadmap

Financial Planning

How the Crisis Affects your Financial Plan: Time to Adjust your Roadmap

Interesting Times

Interesting Times

Cross Border Issues

Financial Planning

Cross Border Issues

Emptying the Nest

Emptying the Nest

The Pumpkin that Helped Save an Island

Financial Planning

The Pumpkin that Helped Save an Island

Family Trusts Getting Snagged by Offshore Legislation

Financial Planning

Family Trusts Getting Snagged by Offshore Legislation

The Bank with Frozen Assets

The Bank with Frozen Assets

Our Core Beliefs

Our Core Beliefs

Boxing Up your Money

Financial Planning

Boxing Up your Money

We Need to Talk about Heaven

Financial Planning

We Need to Talk about Heaven

The Sweet Retirement Question: One Lump?

Financial Planning

The Sweet Retirement Question: One Lump?

Well that Decade went by Quickly!

Financial Planning

Well that Decade went by Quickly!

A Joyous Time for Home Owners?

Financial Planning

A Joyous Time for Home Owners?

A Love for Italy – but a Financial Warning

Financial Planning

A Love for Italy – but a Financial Warning

A Long Beautiful Sunset

Financial Planning

A Long Beautiful Sunset

Legacies That Keep On Giving

Legacies That Keep On Giving