SOAR Issue 4 delivers expert financial advice for expats, covering retirement, investments, family security, and more.
We’re proud to unveil the fifth edition of SOAR, Skybound Wealth’s flagship publication for globally minded investors and professionals.
Each quarter, SOAR brings together insights, ideas, and real-world guidance from our advisers and partners across five continents, helping readers make confident, informed decisions about their money and their future.
This latest issue takes things further, exploring the emotional side of money, the realities of global tax planning, and the growing role of technology in how clients interact with advice.
Here’s what’s inside:
🔹 New Launches – MoneyMap - a propriatory digital tool offering real-time financial modeling and interactive planning
🔹 Changes to UK IHT –
🔹 Tax Traps in Spain – Common pitfalls for expats, and how to avoid them.
Cover in Switzerland – How expats can secure the right health insurance
🔹 Children & costs – How to afford the life you want for your kids
🔹 Closing the gap – Why women are retiring with less, and how to change the story
SOAR isn’t just a publication, it’s a reflection of the world Skybound Wealth operates in every day. Complex, cross-border, and constantly evolving. Each edition is written by advisers who live and work in that world, bringing clarity to the challenges faced by international professionals, entrepreneurs, and families.
This issue also celebrates innovation within Skybound itself, featuring stories from the teams behind our digital tools, client app, and the new Athletes & Creators division, showing how we’re building a firm for the future while staying true to what matters most: our clients.
Read the Latest Edition of SOAR
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