A recent article in International Adviser about EU passporting caught my eye. This was a case where the FCA have admitted that UK resident consumers may struggle to understand how …
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Pension Scams- what you can do to avoid them (Part 2)
This is the second part of the blog about Pension Scams and what you can do to avoid them. Pension Scams- what you can do to avoid them (Part 1) …
Shell Pension Scheme
The Shell Pension Scheme, the non-UK scheme being the Shell Overseas Contributory Pension Fund, seems to have become a target for pension scammers and poor advice. We outline some simple …
Pension Scams- what you can do to avoid them (Part 1)
Pension scams have been rife since the implementation of A Day. They are so sophisticated now that their marketing and paperwork can appear legitimate to all those other than a …
National Savings and Investments (NS&I)
National Savings and Investments (NS&I) are rarely mentioned in the press or investment articles and blogs but they really ought to form part of the foundations for savers in the …
Budget 2017
There was considerable discussion about how the British Chancellor Philip Hammond would approach the annual UK Budget 2017. Among many predictions, personal financial commentators focused on possible restrictions on the …
UAE – SIPPs and QROPS
UAE – SIPPs and QROPS has become a key search term on websites and we thought we would look into this in more detail. We undertook a little bit of …
Gibraltar QROPS- Returning Expats
This article is helpful to current British expats or expats returning to the UK who hold a Gibraltar QROPS having transferred from a British pension. Background: Gibraltar QROPS have been …
Loan Trusts – A Useful Inheritance Tax (IHT) Planning Tool?
Loan trusts have been a part of estate planning for many years and this follows on from my previous blog about Discounted Gift Trusts. However, are they useful? Should they …
QROPS Trustee Duties – What should they be doing?
QROPS trustees Most QROPS are trusts, run by people who should have a responsibility to the pension holders. These people are called trustees, but what are the QROPS trustee duties? What …