Hoxton Wealth

This week, our CEO Chris Ball has been featured in IFA Magazine, discussing how domestic IFAs can collaborate with international specialists to provide financial solutions for clients with global wealth management needs. Chris emphasises the importance of adapting to the increasing mobility of clients and the unique skills required for cross-border financial planning. Read more in IFA Magazine: https://shorturl.at/YBXnf

“Spring Clean” Your Finances This March 🌱 Out with the old, in with the new! A financial spring clean can help you: ✅ Review your retirement accounts & tax planning ✅ Consolidate old retirement accounts to save on admin burdens and complexity ✅ Rebalance your investment portfolio A fresh start for your wealth = a stronger future. Time to tidy up! 💼 #SpringCleaning #SmartInvesting #WealthStrategy

Are You Receiving the Best Financial Advice in the Middle East? Choosing the right financial adviser is crucial - but how do you know if you’re getting the best advice for your unique situation as a non-resident? Join our exclusive live webinar on 26th March, where our expert Ravinder Gill will break down: ✅ What high-quality financial advice looks like ✅ 5 key questions to assess your adviser’s approach ✅ How technology enhances financial planning ✅ A live demo of the Hoxton Wealth App Date: 26th March 2025 Time: 6pm GST This online session is free to attend, and all attendees will get a complimentary portfolio review. Make sure to register today: https://shorturl.at/ybja4

As interest rates fall in the UK and remain steady in the US, it's essential to adjust your financial strategy. Understand the broader economic shifts and make smart investment decisions to navigate these changes. From diversifying your portfolio to taking advantage of refinancing options, there are several ways to position yourself for success. 💡 Understand any changes 💡 Reassess your savings vs. investments 💡 Diversify your assets 💡 Explore refinancing opportunities 💡 Consider safe-haven investments like bonds & gold The right choices now can pave the way for long-term wealth. Let us help you make informed decisions. Read more in our blog, or reach out to Hoxton Wealth for personalised advice: https://shorturl.at/FsMAo

What if James Trewren had stayed in Cornwall, taken the safer route, and never stepped out of his comfort zone? Looking back, he saw the pattern: every career leap he made - from Cornwall to London, Qatar to Dubai - happened when he embraced the unknown. From a small fishing town to the fast-paced world of financial planning in Dubai, his journey proves that success was down to adaptation, resilience, and the right mentorship. Read the full Hoxton Life article to see how he did it. 👇

Missed our UK Tax Year-End Webinar? Watch it now! 📺 Yesterday one of our expert advisers, Stuart McDonald, hosted an insightful webinar on how to maximise tax efficiency before the UK tax year-end. If you couldn’t make it, don’t worry - the full replay is now available! Watch to learn: ✔️ How to use your ISA & pension allowances wisely ✔️ Strategies to cut tax on dividends, rental income & capital gains ✔️ Expert tips for inheritance tax planning ✔️ Cross-border tax considerations for UK expats Watch the replay & book your tax review with one of our advisers today! 🔗 https://shorturl.at/VJOJM

Choosing the right financial adviser is one of the most important decisions for securing your financial future. But how can you be sure you’re receiving the best advice tailored to your needs as a non-resident in the Middle East? Register for our upcoming webinar with Financial Adviser, Ravi Singh Gill, where we’ll explore what great financial advice looks like and the key factors to consider when evaluating your current adviser. We’ll discuss important questions to ask, common challenges non-residents in the Middle East face, and how proactive financial planning can make a significant difference in achieving your long-term goals. Make sure your financial future is in the right hands—register for our webinar today!

U.S. Retail Sales Report 📊 Consumer spending saw a slight rebound in February, rising 0.2%, but discretionary spending is slowing. Steady retail activity is key to economic growth - the hope is for continued stability.

Spring is almost here! 🌸 Time to refresh your finances with these smart budget hacks. Swipe through for quick tips on saving more before the new season begins!

Transferring your fund can help protect its value. If you’re living in Australia and don’t transfer your pension fund, when you start taking money from it the sterling to Australian dollars exchange rate means the amount of income you get will vary each time you draw income. This could easily affect the value of your pension. The table below shows the sterling to dollar exchange rate over the last year. The rate has fluctuated by more than 15% during that time.