Explore all topics
Useful tools, planning topics and international perspectives in one place.
Tools
- Financial Planning Tools & Calculators
- A quick protection check
- Portfolio Health Check
- The Money Map: Monthly Budget & Goals Planner
- NHS Pension Estimator: Understand Your Pension Records
- GCC End-of-Service & Gratuity Calculator
- Compound Interest Calculator with Monthly Contributions
- Inflation Calculator & Purchasing Power
- Retirement Calculator & Savings Planner
- University Cost Calculator & Education Planner
- Life & Critical Illness Protection
Planning
Guides
- Financial Planning Guides
- Retirement Planning for Life at Home or Abroad
- Retirement Destination Guide
- Saving for Children's Education
- University Cost Guide
- Portfolios, diversification and investment types
- International Investing Structures Guide
- Protection Planning Guide
- Estate and legacy: build, own, protect and transfer
- Lump-sum planning: give every part of the money a job
- Mutual funds, ETFs and UCITS: do not mix the labels
- Structured notes: understand the market outcome and the payoff
- Employee Shares & ESOP Cross-Border Guide
- UK Expat Inheritance Planning Guide
- US Assets & Situs Guide for Non-US Persons
- NRI International Money Guide
- Education planning for NRI families
- NRI retirement planning: India, overseas or both?
- NRI estate and succession: organise assets across countries
- Returning to India: organise the transition before the move
- Australian Expat Money & Tax Guide
- Understanding Your NHS Pension: From Statement to Retirement Plan
- Your GCC End-of-Service Benefit: Understand It, Plan Your Next Chapter
Insights
- Learn & Insights
- Give Your Money a Purpose: Build Your Money Map
- Financial Foundations: Saving with Purpose
- Two sides of the same coin: build wealth and protect the plan
- Why can time matter as much as the amount invested?
- Inflation: same money, smaller basket
- A portfolio is a collection of assets with a job
- Why is university planning about more than tuition?
- Life cover, critical illness and medical insurance: what is the difference?
- Term vs whole-of-life: what is the difference?
- Platforms, Portfolio Bonds & Investment Accounts
- UK inheritance tax for expatriates: the questions that changed
- US situs estate tax for non-US persons
- You can live in India and still own an asset that is “in the US” for estate-tax purposes.
- NRI planning: should every surplus dollar be sent back to India?
- Australia’s “10-year rule”: what does it actually mean?