The Wealth Manager

The Wealth Manager "Wealth is the ability to fully experience life." Henry David Thoreau

22/06/2021

Thinking about moving abroad? These are 10 of the best countries for American expats.

13/06/2021

Bitcoin and other cryptocurrencies set out to upend the financial order and replace conventional money. Bitcoin has certainly disrupted the global financial ...

It is always better to take steps in advance to mitigate your tax liability than hoping in good luck and the laziness of...
29/05/2021

It is always better to take steps in advance to mitigate your tax liability than hoping in good luck and the laziness of tax authorities.

The IRS plans to expand reporting expectations for crypto brokers, including exchanges, to meet the needs of President Joe Biden's budget.

01/02/2021

Arc Avenue is a thoughtful refurbishment of a Grade II listed building located on the southern banks of the River Tyne. The development will be comprised of 58 high quality one and two-bedroom apartments with a newly built extension on the eastern end. Close to the Gateshead Metro Station, Arc Avenue is ideally placed to easily access Newcastle making it a popular rental location for young professionals working in the city.

To book a meeting to discuss this or any other properties click below.

https://meetings.hubspot.com/callum-r...

18/12/2020

The Portugal Golden Visa program is one of the most popular Residency and Citizenship programs. The change to get residency in an EU country that does not tax gains on cryptocurrency and offers a Non Habitual Resident tax rate of 20% is very appealing. An investment in the Domus Maris project will not only let you get Residency for your family but also comes with a Capital Guarantee and a Guaranteed Minimum Return of 3% over 5 years. They even give you free use of your unit 10 days per year so you can meet residence requirement to turn your residency visa into a Portuguese Passport. Units start at €295K and for a limited time you can get your Guaranteed return up front.

https://www.thewealthmgr.com/citizenship-immigration

We are more than happy to meet with you to discuss how a change of residency can benefit you.

https://meetings.hubspot.com/callum-roxburgh

01/12/2020

You have probably heard the old adage that successful investing is simply "Buying Low and Selling High". In its most basic form this is true, but how do you know when it is Low or High? The truth is that without hindsight, you can't.

22/10/2020

You have probably heard the old adage about not keeping all your eggs in one basket. Asset Allocation is the application of that bit of folk wisdom to managing your investment portfolio.

12/09/2020

Manchester is a city on the rise. With the largest economy in the UK outside of London, Manchester has seen significant growth in its technology and digital ...

08/09/2020

A brick-built former wharf building, Dolphin Bridge House is a striking collection of 41 apartments on a peninsula surrounded by the waterways of the Grand
Union Canal and the River Colne. Connected by the Metropolitan and Piccadilly lines in the affluent west London town of Uxbridge, this charming development offers stylish waterside living only 36 minutes from Central London.

For further information on this or any other projects please contact us to arrange a Video Meeting.

https://meetings.hubspot.com/callum-roxburgh

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