Expat investors are often given investment advice by offshore firms that are regulated. But, they are only regulated to give advice on insurance products and not investment advice and most …
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Pension Qualifications (Why are they important ?)
Internet finance sites make claims. In regulated territories claims have to be substantiated and words have to be chosen carefully, whereas offshore the same powerful words are often utilised without …
Clarity from the Confusion – Pension Transfers
Since the new Pension Freedoms have been introduced there has been considerable confusion among the public, advisers and pension providers (the pension schemes themselves) about pension transfers. Pension Transfers-Who can …
New Zealand QROPS pensions – do they stack up for those not living there?
Maybe I am just missing something, but I can still see (2015) offshore advice firms suggesting New Zealand QROPS pensions are really suitable for those not retiring in New Zealand …
“You’re Gonna Carry That Weight A Long Time”
Familiar with the Beatles? Well this song title on the 1969 Abbey Road album is a perfect analogy of the burden of investing into a pension via a custodian wrapper …
Different types of UK pension explained
Any parent with a young daughter will know all about the animated film and all the accessories for sale that appear on Christmas lists and birthday lists. However, the word …
Overseas, how do you obtain best advice?
1. Which adviser? The internet is full of financial advisers offering transfer advice to those that have UK pension schemes. Many advisers claim to be QROPS or UK Pension Transfer …
What death taxes are due on pension funds since 2015?
As Benjamin Franklin once wrote “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except …
QROPS and SIPPs- A Matter of Trust
We have all heard about the wealthy using trusts to avoid tax, the papers are full of news about the authorities clamping down on them with stories of celebrities being …
Uncle Sam may be in contact with you for the Facts about QROPS (FATCA)
Uncle Sam has become the personification of the American Government, and many of us can picture the stern looking gentlemen pointing his finger at us with the caption “ I …