Holborn Assets SA

25/04/2024

Ready to dive into the world of investing? Or maybe interested in just dipping your toe?

Join the adventure with Holborn, where we promise less jargon and more "oh cool, I actually understand this" moments along the journey with our expert advisers.

Book a free call with our team to get started 📞 https://tinyurl.com/3736mmmp

22/04/2024

Choosing the right type of insurance is not always an easy task. Your age, your health, your available budget and the level of cover required play an important role when it comes to choosing the right insurance product that is in line with your financial plan.

Speak to your Holborn adviser to review what cover you have, and our team will ensure your cover is watertight: http://bit.ly/3rGoUGa

12/02/2024

An offshore, or overseas, bank account is simply one that you have in a country you don't reside in. They allow you to make and receive payments, hold money and set up savings and investment accounts in multiple currencies.

There are numerous benefits to offshore banking. Here, we break down what you need to know about offshore accounts and some things you need to consider.

22/01/2024

Although the two words are often used interchangeably, they are some key differences. We've explained each in simple terms, as well as why you may choose to invest in either.

We often use the terms 'stocks' and 'shares' interchangeably. However, there are some key differences between stocks and shares that you need to understand.

18/01/2024

Do you know if your investments are out of date? Getting a second opinion review could help identify investments that could be performing better 💷 https://bit.ly/3ZHcJLw

15/01/2024

Leaving things to chance is rarely the best option, but on average people wait until the age of 74 to discuss their will. This needs to change.

No one likes to think about death, and estate planning can be a tricky topic. However, writing a will is essential. Let's take a look at why, and how you can speak to your family about it.

08/01/2024

A survey found that 50% of people wouldn’t know what to do with inherited investments since they don’t have the financial background to take advantage of them 🤔

So, how can you ensure you're able to benefit as much as possible from them?

You might be wondering what to do or not do with inherited investments. Good financial planning can help you achieve your financial goals.

04/01/2024

Knowing what your pension might be worth when you retire is critical to planning ahead for your retirement.

Use our calculator to work out what your pension will be worth when you come to retirement age 💰

What will your pension be worth when you retire? Use our calculator to work out what your pension will be worth when you come to retirement age to see how...

14/12/2023

When it comes to estate planning, using trusts and gifting opportunities allow you the legal flexibility to pass on your assets to your beneficiaries exactly how you want to, and often to safeguard them too: https://bit.ly/48wMnzX

Elevate your legacy with our tailored trusts and gifting solutions 💰

11/12/2023

There are two key things that separate active and passive funds; how hands-on the portfolio managers are and how their performance is measured.

Active and passive investment funds both work in different ways, and each provides unique opportunities. Here, we look at the pros and cons of both.

04/12/2023

Keeping on top of your National Insurance contributions is worth doing regularly, so we put together a clear guide if you don't know where to start.

We look at why it's essential to know if you have any gaps in your National Insurance record, how to check and what to do if there are gaps.

30/11/2023

As an expat, it's important to understand the tax laws in the country you've chosen to reside in. You don’t want to be hit with complicated tax laws while trying to grow your wealth abroad.

It's important to seek professional advice on how to make the most of tax breaks in certain countries, as advice is best given on a case by case basis: https://bit.ly/3rcgprB