News
November 2023
Trusts and Tax Efficiency: Navigating the New Era of Wealth Management
Managing your finances tax-effectively has always been a priority, but with forthcoming tax regulations for superannuation, individuals with substantial balances…
Debt Consolidation: A Comprehensive Guide
In today’s world, the rising levels of debt have become a pressing concern for many individuals. Whether you’re striving to…
5 Easy Steps to Setting Financial Goals With Your Partner
Setting significant financial goals with your partner can be a straightforward and stress-free process, provided you have the right approach.…
Succession Planning: Navigating Life’s Transitions
Succession planning is a strategic and comprehensive process that individuals embark upon to navigate the ever-changing landscape of their personal…
Recent stories
Tax Time Toolkit for Investors
As the end of the financial year approaches, investors need to prepare for tax season. United Global Capital is committed…
6 Common SMSF Mistakes and How To Avoid Them
Self-managed super funds (SMSFs) provide a personalised approach to retirement savings, offering control over investment choices and potential tax benefits.…
Good Debt vs. Bad Debt: Making Debt Work for You
Debt — it’s a word that often carries a negative connotation. However, not all debt is created equal. While certain…
UGC Monthly Market Update | April 2024
Join UGC’s Head of Research / Co-Portfolio Manager, Huw Davies, as he takes a deep dive into the latest financial…
Portfolio Rebalancing: What, Why, When?
In the realm of investment management, maintaining the intended asset allocation of your portfolio is as critical as the initial…