
Forced Heirship Countries and Rules Explained
Forced heirship is a legal doctrine in many countries that limits how you can distribute your estate, requiring a fixed portion to be passed on

Forced heirship is a legal doctrine in many countries that limits how you can distribute your estate, requiring a fixed portion to be passed on

Why will US stocks underperform? Nobody can predict what will happen with the US stock market this year or next year. But what we have

Investment goals and risk tolerance change with age, career, and family responsibilities. That’s why using investment strategies for different life stages is essential—especially for high-net-worth

If you consistently earn a 7% annual return, you’ll need to invest around $5,846 per month to reach $1,000,000 in a decade. At a 10%

The psychology of high-net-worth individuals revolves around distinct patterns of behavior, mindset, and motivation that set them apart from the general population. While wealth brings

Inheritance tax (IHT), also referred to as estate or death duties is a levy applied to the transfer of wealth following a person’s death. It

Debt investment refers to the act of lending money to an entity with the expectation of receiving regular interest payments and the return of principal

Double taxation occurs when two countries impose tax on the same income, asset, or financial transaction. This often affects individuals and businesses who earn income

The question “What is the best investment?” is a deceptively simple question with no single correct answer. For some investors, “best” means highest yield. For

Understanding debt vs equity investment is fundamental for anyone looking to build a balanced portfolio or make strategic financial decisions. Globally, equity markets had a

The second half of 2025 is marked by the aftershocks of Q2 volatility, with global markets seeking stability while still facing elevated risk premiums. Central

When it comes to building long-term wealth, investors often face a key strategic choice: income investing or growth investing. These two approaches serve different financial

In wealth management, distinguishing between income and investment is more than just an academic exercise, it’s fundamental to building, preserving, and transferring wealth effectively. While

We are very close to concluding on new licenses and financial advisory assets across various locations in Africa and beyond. If you are an offshore

At a certain level of wealth, traditional private banking simply isn’t enough. Billionaires often face a different kind of financial complexity: multi-generational wealth planning, global

Periods of market volatility, economic crisis, and geopolitical instability often drive investors to seek safety. In these moments, certain assets tend to perform better than

For investors evaluating how to gain exposure to real estate, the decision often comes down to investment property vs REITs. Real estate is a foundational

Real estate has long been considered one of the most reliable ways to build long-term wealth. Unlike stocks or bonds, property offers the potential for

Many expats and investors ask: Does Switzerland have inheritance tax? The answer is both yes and no. Switzerland does not impose inheritance tax, at least

The short and definitive answer is no. Singapore does not currently impose an inheritance tax. Inheritance tax, also known in some jurisdictions as estate duty,

Cyprus does not impose inheritance tax. The tax was officially abolished on January 1, 2000, and as of 2025, this policy remains unchanged. Inheritance tax
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