Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
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Age Pension Rules | Age Pension Rates
We are now 3 years on from the consultation – Freedom and Choice in Pensions but many have not been taking pensions advice Much has been made about the amount …
QROPS in Spain | QROPS Advice
QROPS in Spain -Many expats have taken advice and established a QROPS while in Spain. Some may have made a profit since the transfer but we suspect many thousands have …
Investment Review July 2018 | Pension Review
July Newsletter 2018 Economic Update and Investment Review The second quarter of 2018, similar to the first, was filled with news that we would like to call surprising but should …
Insurance Bonds in the US | Debacle
We are following up on our previous blogs about US residents with British pension schemes and our consideration of USA tax on QROPS . The fact is that a product has been …
USA Tax On QROPS | Pension Legislation
Further to our last blog about QROPS in the USA, we would like to talks about the potential consequences of USA tax on QROPS. Many having been persuaded of the …
Avoiding Unnecessary Tax On Pension Income | Pensions Guidance
Pension Income 1. You can ensure that you do not pay unnecessary taxes on pension income by the completion of a few simple forms. 2. You should not be concerned …
Malta QROPS Investments Advice | 2018
Malta QROPS investments have found themselves in the headlines recently , and it is clear that this is causing confusion among advisers, regulated or otherwise. Malta QROPS investments- The Changes The …
Pension Facts Or Fake News
Nowadays we are bombarded by facts and opinions as media has now evolved from traditional sources, such as newspapers, to instant online news and “information / advice”. However, the authenticity …
Portugal Non-Habitual Residency | Pension Advice
We have started to receive enquiries about the Non-Habitual Residency rule in Portugal. In most jurisdictions the issue of tax residency is simply a case of “resident or non-resident” and …