Many expats are never told about Double Taxation Treaties as part of Expat Financial Advice that they receive. Why not? Because it is easier to suggest there is a problem …

Below you'll find a list of all posts that have been categorized as “Aircrew”
Many expats are never told about Double Taxation Treaties as part of Expat Financial Advice that they receive. Why not? Because it is easier to suggest there is a problem …
Coronavirus Investment Performance during 2020 and where to invest has been a key topic for all of us in our Investment team. Our portfolios have been running for 11 years, …
If you are interested in knowing about QROPS and the Lifetime Allowance, currently £1,073,100, then this is the article should be of interest. Understanding how this works this could save …
I have seen a few comments on forums and websites, especially overseas expats and their advisers, that do not understand how the Lifetime Allowance at 75 applied to UK pensions. …
Gold and Silver investing versus investing in equities. People tend to dwell on equity investment returns, individual stocks rather than Gold and Silver investing. Much is known about the Nasdaq …
A recent article in the FT Adviser covered concerns about pension scams and unregulated illiquid investments as a result of pension transfer advice that originated in the UK. This is …
We noticed a letter in The Sunday Times newspaper about an expatriate who felt that his personal pension had scuppered his retirement plans. Why are we highlighting this and why …
British pensions transferred to QROPS are in the news again in the USA. The US regulator (SEC) has heavily fined two defendants who had a serious conflict of interest when …
The FCA (Financial Conduct Authority) has warned the public about fraudsters and cloning on Twitter today. This has also been picked up by some financial journals. It appears that this …
The long awaited FCA policy document for Abridged advice was released on 5th June. This is effective from 1st October 2020. Abridged Advice and Contingent Fees From that date, the …