bdhSterling

We're pleased to share that the Chartered Insurance Institute has renewed our 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐬𝐭𝐚𝐭𝐮𝐬 for 2025! This prestigious designation enables us to demonstrate our professional commitment to raising standards of knowledge and technical competency in financial planning! This renewal lets our clients know that can expect the highest quality of service. It also sets us apart as the 𝐨𝐧𝐥𝐲 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐢𝐫𝐦 𝐰𝐢𝐭𝐡 𝐨𝐟𝐟𝐢𝐜𝐞𝐬 𝐢𝐧 𝐛𝐨𝐭𝐡 𝐭𝐡𝐞 𝐔𝐊 𝐚𝐧𝐝 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚. Thank you to our dedicated team and valued clients for your continued support. 🥂 #FinancialPlanning #CharteredStatus #Crossborder #TeamSuccess

What are your long-term financial goals? 🤔 Whatever you want to achieve, you'll have plans in place to reach your targets. However, there are some major life events that could have a bearing on your financial circumstances and may necessitate changes to your plans. 💰 Click the link below to discover 5. 👇

𝐇𝐚𝐩𝐩𝐲 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚 𝐃𝐚𝐲 𝐟𝐫𝐨𝐦 𝐚𝐥𝐥 𝐨𝐟 𝐮𝐬 𝐚𝐭 𝐛𝐝𝐡𝐒𝐭𝐞𝐫𝐥𝐢𝐧𝐠! 🦘🌏 Today, we’re celebrating the strong connections between Australia and the UK—two amazing countries we’re proud to work across as a dual-licensed financial planning firm. Whether it’s helping clients make a big move, plan for their future, or navigate the financial complexities of living abroad, we’re here to ensure smooth transitions and successful financial outcomes. Our Group MD, Simon Harvey returned from visiting our Perth office last week. Of course, he couldn’t come back empty-handed, so the UK office is celebrating Australia Day today with a stash of Tim Tams.🍫 It’s a small (but delicious!) way to celebrate the interconnection and camaraderie we share with our Australian counterparts. Wherever you’re celebrating, we wish you a very Happy Australia Day (and maybe even a Tim Tam or two!). #AustraliaDay #FinancialPlanning #GlobalConnections #bdhSterling

If you are living in Australia with assets in the UK, it's vital you take these 6 estate planning factors into consideration. 🤔 1. You will be liable for UK Inheritance Tax on your UK-based assets 2. It’s important to be aware of the value of your UK wealth 3. There are some simple steps you can take to reduce your Inheritance Tax liability 4. Residency will replace domicile as the key factor for the taxation of returning UK expats 5. You should ensure you have separate wills for the UK and Australia 6. Start planning ahead, and keep your records up to date Click the link below to learn more. 👇

Have you ticked off these 5 simple tasks to get your finances in shape for 2025 yet? 🎇 1. Take some time to consider your long-term financial goals 2. Consider your plans for 2025 3. Review your income and expenditure 4. Make sure you are prepared for emergencies 5. Think of your legacy Click the link below to learn more. 👇

Do you know how these key events from 2024 could affect your finances? 🤔 From inflation and interest rates to new governments coming into power around the world, 2024 was a turbulent year for many people. 💰 Click the link below to learn what this could mean for you. 👇

🏏 𝐓𝐡𝐞 𝐀𝐬𝐡𝐞𝐬: 𝐀 𝐑𝐢𝐯𝐚𝐥𝐫𝐲 𝐋𝐢𝐤𝐞 𝐍𝐨 𝐎𝐭𝐡𝐞𝐫! 🏏 As a dual-licensed financial planning firm, with offices in both Australia and England, we are well aware of the long-term cricket rivalry between the two countries. The Ashes rivalry is one of the greatest in all sports, not just cricket. It dates back to 1877, with Australia currently holding the legendary urn after the excitement of the drawn series in England in 2023. The next instalment starts in Perth in November later this year as England look to regain the Ashes they lost in 2017. Before that we can enjoy the currently ongoing Women’s Ashes series taking place in Australia. The highlight will the test match at the iconic Melbourne Cricket Ground, where the first-ever England v Australia test was played 148 years ago. The Ashes rivalry has produced many extraordinary moments. In our opinion, four of the most memorable are: 1. 𝐎𝐥𝐝 𝐓𝐫𝐚𝐟𝐟𝐨𝐫𝐝 𝟏𝟗𝟗𝟑 – With his first delivery in Ashes cricket, Shane Warne produces “the ball of the century” to England’s Mike Gatting 2. 𝐇𝐞𝐚𝐝𝐢𝐧𝐠𝐥𝐞𝐲 𝟐𝟎𝟏𝟗 – England still need 75 to win, and only have one wicket remaining. Cue the most extraordinary innings from Ben Stokes 3. 𝐄𝐝𝐠𝐛𝐚𝐬𝐭𝐨𝐧 𝟐𝟎𝟎𝟓 – After an incredible comeback, Australia need just three runs to win, but Michael Kasprowicz is dismissed by Steve Harmison to end the closest Ashes test ever 4. 𝐓𝐡𝐞 𝐎𝐯𝐚𝐥 𝟏𝟗𝟒𝟖 – Don Bradman – the greatest batter of all time – walks out to bat to a standing ovation in his last ever test match Join in the debate and vote for your greatest England v Australia moment in our poll below: Once you’ve cast your vote, read our previous article about 10 important financial planning lessons you can learn from the Ashes >> https://lnkd.in/e5FRjmg9 #Cricket #TheAshes #Ashes2025 #CricketRivalry #FinancialPlanning #Australia #England

Are you an Australian considering emigrating to the UK? 🤔 You're not alone. The links between the two countries are strong, and it is no surprise that many people have made the journey from Australia and either settled in the UK permanently, or at least spent a decent part of the time in the UK. 🌏 This also includes celebrities! Click the link below to discover 6 famous Australians who have emigrated to the UK. 👇

Have you prepared for these 5 key life events that could affect your financial planning? 🤔 1. Becoming a parent 2. The arrival of grandchildren 3. Reaching your peak earning years 4. The transition from work to retirement 5. Your final years, and leaving a legacy to your loved ones Click the link below to learn more. 👇

If you have emigrated to Australia from the UK, it’s likely that you may still have retained assets there. 🤔 You may already have plans in place to manage these through your annual self-assessment tax return. However, it is important to consider any Inheritance Tax liability on those assets in the event of your death. 💰 Click the link below to discover our 6 important estate planning tips if you're living in Australia with assets in the UK. 👇