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Skybound Wealth

@skyboundwm

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Global reach, unmatched expertise, and innovative technology to help you bring your plans to life.

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Most of what wins awards happens where nobody’s watching. 🏆

@skyboundwm has just been named Company of the Year at the Investment International Awards for the third year running, taking both the Readers’ Choice and Overall Winner awards in 2026.

As an adviser, I know how much work goes into every client relationship. The research, the attention to detail, the follow-through and, above all, doing what’s right for the client.

Having seen that commitment firsthand since joining Skybound, I’m proud to be part of the team.

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Who gets your money if you don’t have children?

And perhaps more importantly, could you be doing more with it while you’re still here?

From protecting your partner to inheritance tax, gifting and deciding how much you actually want to leave behind, @markkinallyalgarve of SkyBound Wealth explores estate planning without children.

Because building wealth is one thing. Deciding what you want it to do is another.

Read the full article via the link in bio.

#EstatePlanning #DINKLife #FinancialPlanning #InheritanceTax

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Recently moved to Portugal? 🇵🇹

The house gets sorted.
The school gets sorted.
The residency gets sorted.
The finances? Often left until later.

And I understand why.

Keeping your savings, investments and pensions in your home country, often in your home currency, can feel familiar and safe when so much else has changed.

But familiar does not always mean tax efficient once Portugal becomes home.

Sometimes very little needs to change. Sometimes quite a lot.

The important thing is understanding the difference early.

If you have recently moved to Portugal and have been meaning to get your finances sorted, drop me a message.

🇵🇹 Living in Portugal. Advising in Portugal.

#movingtoportugal #livinginportugal #portugalexpats #algarvelife #portugalfinance

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Moving to Portugal doesn’t mean leaving your financial life in the UK behind.

For many people, it actually becomes more complicated.

UK pensions.
Investments.
Property.
Tax rules.
Inheritance planning.

They’re often spread across two countries, with two different sets of rules.

That’s why I believe cross-border financial planning should look at the whole picture, not just one side of it.

If you’re living in Portugal and still have wealth, pensions or property in the UK, making sure everything works together could save you a lot of stress (and potentially a lot of money) in the future.

If you’re unsure whether your current plan still makes sense after your move, feel free to get in touch.

#portugal🇵🇹 #Algarve #ExpatLife #BritishExpats #FinancialPlanning WealthManagement RetirementPlanning CrossBorderPlanning UKExpats PortugalLiving

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An early start this morning as I head to the UK for a client meeting. Could it have been a Teams call? Absolutely.

But some conversations are still better face to face.

Over the years, I’ve learned that clients rarely remember every detail of the advice.

What they remember is whether they felt heard.
Whether they felt supported.
Whether you added value when it mattered most.
And whether they felt someone genuinely cared about helping them achieve their goals.

Working with clients whose lives, assets and plans span multiple jurisdictions means flexibility is often part of the job.

Today, meeting in the UK simply made the most sense for two busy diaries.

Looking forward to it. @skyboundwm

#financialplanning #expatfinance #portugallife #wealthmanagement #clientrelationships

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We’re bringing our sponsors together for our next South Coast Wine Festival networking evening, kicking off at 6pm and kindly hosted by our main sponsor Hendy Land Rover.

A great chance to connect, share ideas and build momentum ahead of this year’s festival.

We’ll also be shining a light on two of our fantastic supporting sponsors, Skybound Wealth Management and Steele Raymond. Make sure you say hello.

On the tasting table, we’ve got something a little different. Wednesday Domaine, an alcohol free wine range that proves you don’t need alcohol to enjoy great flavour. Perfect for keeping things social while staying safe on the roads.

Looking forward to seeing everyone there 🍇

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Our Regional Account Director Oliver Maher was in action with Skybound Wealth Management for their inaugural Horizon Padel Tournament.

We are proud to sponsor the event, it was the perfect setting to reconnect with the advisory team and meet newly onboarded advisors. Congrats to the winners on the day, Matthew Ellis and Jaden Coote

Relationships are at the core of how we work. Events like this are a reminder of why that matters.

A huge thank you to Skybound Wealth Management for having us. We're looking forward to what is to come!

#PropertyInvestment #AdvisorPartnerships #WealthManagement #Padel
#APIGlobal

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SOAR issue 7 out now!

Delighted to feature again for my piece on Asset Inflation.

Also a pleasure to be recognized In The Spotlight for my work with the Global Partners division.

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The UK’s new Foreign Income and Gains rules could change how income and investments are treated for British nationals moving between Portugal and the UK.

Join Ryan Donaldson at The @theargovilamoura for a relaxed evening discussing the implications for internationally mobile families.

Link in bio

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𝗠𝗼𝘀𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝘀𝘁𝗮𝗿𝘁 𝘁𝗼𝗼 𝗹𝗮𝘁𝗲.
𝗧𝗵𝗶𝘀 𝘄𝗲𝗲𝗸𝗲𝗻𝗱, 𝗼𝘂𝗿𝘀 𝗯𝗲𝗴𝗮𝗻 𝗮𝘁 𝗮 𝘀𝗰𝗵𝗼𝗼𝗹 𝗰𝗮𝗿𝗻𝗶𝘃𝗮𝗹.

We were delighted to be part of the first ever carnival at @gemswso a fantastic community day filled with families, games and activities.

At the @skyboundwm Wealth booth, we hosted a simple but thought-provoking game called “𝗚𝘂𝗲𝘀𝘀 𝘁𝗵𝗲 𝗡𝘂𝗺𝗯𝗲𝗿”. Parents and children estimated the future cost of a university education. Not to alarm anyone, not to sell anything, just to spark conversations and get families thinking a little earlier.

Because 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗯𝗲𝗴𝗶𝗻 𝘄𝗶𝘁𝗵 𝗮 𝗽𝗲𝗻𝘀𝗶𝗼𝗻 𝗿𝗲𝘃𝗶𝗲𝘄 𝗼𝗿 𝗮𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼. It often starts with a question, a moment, or even a game that makes the future feel real.

On the day, Simon Athwal and Junitta Fernandes were there meeting families and leading conversations. Alongside Max Gerstein and Paul Butler, it’s great to see our partnership with @gems_education continuing to create opportunities like this for families.

Thank you to every parent and child who stopped by, took part and walked away thinking a little more about the future they’re building. We’re looking forward to more school partnerships and more ways to make financial thinking part of everyday life.

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🏆 THE FIVE IRON CUP IS ABOUT TO GET UNDERWAY! 🏆

The teams are locked in and ready to go head-to-head for a 10,000 AED CASH PRIZE 💰🔥
Tonight’s the night where bragging rights are earned and champions are crowned.

👊 Who will rise to the challenge and take the title?
There’s only one way to find out…

📍 Come down to Five Iron TONIGHT and catch all the action live!
Plus, Longest Drive 💥 and Closest to the Pin 🎯 challenges will be running — open to the public!

Stay tuned, bring the vibes, and we’ll see you there 👀🍻

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