deVere Europe

Caring for investments takes more than expertise. It takes attention to detail and a client-first mindset. This client’s words say it all about their experience with Leonor and Oliver. Managing investments, smooth and timely withdrawals; they’ve delivered service worth recommending to family and friends. Great work, Leonor and Oliver! . . . #clienttrust #wealthmanagement #deverespain #testimonial #clientservice #financialplanning #wealthplanning

Four years of tax freedom? In this clip from our recent webinar, Darren Jones, Head of Global Technical Development, discusses the Labour government’s shift from a domicile-based to a residency-based tax system. For individuals moving to the UK for the first time, or returning after a decade or more abroad, this could mean up to four years of tax freedom on overseas income and gains. This is a significant opportunity in tax planning. If you’re a non-UK national or a British citizen who’s spent years working abroad, this could be an extremely efficient way to leverage foreign income sources, generate gains from shares, property, or funds overseas, and bring them back to the UK tax-free. The legislation is presenting compelling opportunities. Watch the full video below to understand how this may impact your financial plans. . . . #taxplanning #globalwealth #ukbudget2024 #deverewebinar #foreignincome #financialplanning #investmentstrategy #wealthmanagement

Are you optimising your Swiss pension, or just ticking boxes? Jake McLaughlin, Executive Director of deVere Portugal, explains how strategic contributions to your second and third pillars can significantly optimise your retirement plan. A few small changes to your second and third pillar contributions can result in: • Increased pension savings. • Immediate tax reductions. • Greater freedom in retirement. Are you educated on buybacks, tax-free growth, and tailored strategies for Geneva and Freiburg residents? If not, it may be time to reassess. A pension without a plan fails to deliver its full value. . . . #swisspension #retirementplanning #taxefficiency #devereswitzerland #wealthmanagement #financialplanning #wealthbuilding

“It’s so unusual to leave a meeting with all the answers.” That’s what one client said after working with Daniel O’Leary and the deVere team. This feedback drives us. When Daniel O’Leary joined deVere, the focus was client acquisition. As deVere has grown, so has its depth of value — moving up the chain into thought leadership and expertise. Expert knowledge is the currency of trust. It’s why expats with cross-border challenges trust us. From complex tax laws to intricate wealth structures, our knowledge network delivers solutions for expats worldwide. The answers they can’t find anywhere else, we deliver. How many times have you walked into a meeting and left with all the answers? Watch the full video below. . . . #financialplanning #crossborderadvice #expatwealth #devereswitzerland #wealthmanagement #devere #clientservice

We asked Jame's Green, our Regional Director, what some of the biggest challenges he has faced in his career are. One stood out to us. James Green’s career has always carried an extra layer of expectation. As the son of Nigel Green, founder and CEO of deVere, success and failure often came with assumptions: “It was always assumed – if I did well, it was because of him. If I didn’t, I wasn’t good enough.” James epitomises the deVere ethos. He took that weight and turned it into action, channelling this energy into hard work and ultimately progressing his way from the very bottom to the top of the company. This year, for the first time, James and Nigel worked together in the same office. What once felt like a challenge has become one of deVere's unique strengths, amounting in some of the most progressive and innovative years we have had as a company. We continue to advocate that great things happen when you embrace challenge. . . . #drivetoexcel #leadershipgrowth #deveregroup #familybusinesssuccess #careerchallenges #leadershipinsights

Markets are optimistic about rate cuts and pro-growth policies in 2025. Stocks in key sectors are breaking records, but inflation and deficits are keeping bond markets cautious. Tom Elliott’s fortnightly Investment Outlook breaks down what this means for your portfolio. Should you diversify further? Are overvalued tech stocks worth holding? What are the opportunities in emerging markets? Find out answers to these questions, and much more, by reading the full document below. . . . #investmentstrategy #portfolioinsights #wealthmanagement #globalmarkets #financialplanning

The UK government says the majority of family farms won’t pay inheritance tax under the new reforms. The National Farmers Union says otherwise – claiming up to 75% of commercial farms will face the new tax. One thing’s certain: this “family farm tax” is causing very real concerns. Without careful estate planning, farmers may need to sell off land or assets to cover their liabilities, threatening their legacies. Learn more about the changes and how to protect your estate: https://lnkd.in/emrXZ7V6 . . . #familyfarms #inheritancetaxreform #ukagriculture #taxplanning #financialsecurity

What’s the difference between average service and great service? At deVere, it’s all about dedication and expertise. Over the past few years, Zac Ockenden DipPFS has consistently delivered successful, income-generating solutions tailored to his client’s circumstances. His approach is grounded in knowledge, courtesy, and professionalism - all qualities that make him a standout at deVere & Partners Switzerland. It’s this commitment to a higher level of service that leads to real results. And it’s why his clients wouldn’t hesitate to recommend him. . . . #trustedadvisor #clientservice #incomeplanning #devereswitzerland #wealthmanagement

The Fed is caught in a bind. Rate cuts might promote growth, but they risk fuelling inflation even further. With inflation already on the rise, the Fed’s hands are tied, leaving investors facing new challenges in 2025. Equity markets will feel the strain, but bonds are emerging with potential stability again. Higher yields offer opportunities for those looking to protect and grow their wealth. Strategic positioning is the key to resilience. https://lnkd.in/eMJ7qhFN . . . #financialmarkets #inflation #fixedincome #investmentstrategy #wealthmanagement

Is this the moment crypto has been waiting for? David Sacks, a Silicon Valley visionary and former COO of PayPal, has been appointed as Trump’s Crypto Czar. His mission? To create a regulatory framework that protects investors while fostering innovation. With Bitcoin surpassing $100,000 and optimism soaring, Sacks’ appointment could see unprecedented growth for digital assets. Discover what this means for the future of crypto: https://lnkd.in/gRP-cCpB . . . #cryptocurrency #bitcoin #trumpadministration #emergingtech #digitalassets