Brexit Referendum Result The people of the UK have voted in favour of leaving the EU and this has had an immediate impact on the markets. At the time of …
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Brexit Investment Strategy
A clear Brexit Investment Strategy needs to take account in the short term of the two outcomes. The driving factors are fear of uncertainty, genuine concern over the future, fear …
Pensions Freedom
Pensions Freedom, an Alternative View Much has been written in the press about the changes to the way you can access your pension fund through Pensions Freedom. In some of …
OF Adviser view
The FT waves the flag for fee based advice offshore which benefits our OpesFidelio network members ( OF Adviser ) There was an interesting article in the Financial Times claiming …
How an expat has their UK pension taxed
There appears to be some misunderstanding about how an expat has their UK pension taxed. This article briefly explains the interaction between UK pensions, tax for non-UK residents and the …
RL360 QROPS Investment
In this article we lay out when and when not people should be considering a QROPS. QROPS can be really good for certain people and so we wanted to talk …
Lifetime Allowance 2015
The Lifetime Allowance 2015 is a limit on the amount of UK pension benefit that can be drawn from UK pension schemes without triggering an extra tax charge – whether lump …
QROPS Fees, Transparent Charges and Commissions
SIPP & QROPS Fees and Commissions Explained We list below the key QROPS fees and SIPP fees you can expect to pay, and how you can avoid being charged too …
Recognised overseas pension schemes
QROPS have been on the radar of HMRC and the Pensions Regulator in the UK due to multiple “unlocking” schemes designed to allow access to funds whilst theoretically avoiding tax; …
QROPS advice Retirement Planner Awards
QROPS advice was the theme of our entry into the Retirement Planner Awards in June 2015. On Wednesday I had the pleasure of attending this year’s Retirement Planner Awards at …