SOAR Issue 9 Is Out Now

What sits behind three years as Company of the Year?

Our special edition opens with Three Years Running: Mike Coady on what consistency really means, and a closer look at the people, service and technology behind our client service and fintech awards.

Read: Three Years Running [Issuu link, p.2]

How ready do expats really feel for retirement?

Our cover story shares the findings of The Retirement Reality Check, Skybound's first annual research report, and why the problem it uncovers is rarely a lack of wealth. It is a lack of sight.

Read: Built Across Borders [Issuu link, p.26]

Do you know how much income you will actually need?

Almost half of the people we surveyed have only a rough idea, or none at all. Josh Clancey explains how to build the one number every other retirement decision depends on.

Read: How Much Do I Actually Need? [Issuu link, p.32]

What do you actually hold, and should any of it move?

Carla Smart takes a closer look at the pensions you own, and the decisions to make before moving any of them.

Read: What Do I Actually Hold? [Issuu link, p.36]

Where will you be taxed when you retire?

Shil Shah follows one pension into three countries to show why the country you retire to can matter as much as the pension you retire with.

Read: Location, Location, Taxation [Issuu link, p.42]

Are you planning a move, or a move home?

Our Cross-Border Desk looks at retiring to Spain, Cyprus and the United States, what to settle before coming home from the UAE, and the dilemma of retiring somewhere that is neither home nor where you live now.

Explore the Cross-Border Desk [Issuu link, p.94]

Is an inheritance part of your retirement plan?

Parents are living longer and inheritances are arriving later. William Bailey's long read asks whether the Great Wealth Transfer is turning into a Great Wealth Traffic Jam.

Read: Great Wealth Transfer or Great Wealth Traffic Jam? [Issuu link, p.81]

What moved in markets this quarter?

The Quarterly Market Commentary covers a turbulent Q3 and the two issues set to shape the months ahead, with our Adviser's Take on what it means in practice. The Skybound Cross-Border Cost Index tracks the cost of living abroad, and Kieron Franklin reads the Bank of England's next move for expats with UK mortgages.

Explore Forecast & Analysis [Issuu link, p.14]

Also in SOAR Issue 9

The Panel: three advisers, three countries and the same client with two possible retirement destinations.

How Advice Works: an interview with Alexandra Merz on her journey from the trading floor to the family table, your questions answered and the five traits of a plan built to move with you.

Inside Skybound: MoneyMap one year on, our new Barcelona office and the Algarve next, Jamie Proctor taking the lead in Athletes & Creators, and four of the team running 400km for Nepal.

Plus the cost of waiting on your pension, currency risk, protection, remortgaging from abroad, financial planning for creators and why financial products don't always add up to a plan.

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