Offshore insurance bonds have been one of the most widely sold investment wrappers sold , predominately, to British expats as being a tax …
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OLD MUTUAL INTERNATIONAL IS CHANGING ITS NAME
Old Mutual International made an announcement regarding its change of name to Quilter International as follows- ”Old Mutual International will change its name to Quilter International in 2020 to reflect …
The Aisa Group celebrates its 20th Anniversary
The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …
Spain- Insurance bonds in pensions, is there a tax advantage?
If you have just been recommended to take out insurance bonds in pensions from RL360, OMI , SEB , Generali , Investors Trust , Friends Provident International , Prudential International and …
What can I do with my Gibraltar QROPS?
A colleague of mine in Aisa International, a registered adviser in South Africa, is now coming across a number of ‘disgruntled’ Gibraltar QROPS investors in South Africa. The concerns seem …
Global Economy in July 2019
This economic article focus on the USA and China Alex Pearcy-Caldwell writes about the global economy in July 2019: Chinese and American GDP growth In 2019 China reported its …
Malta Pensions- Can IDD advisers still instruct Malta Pension Trustees?
Malta Pensions, specifically QROPS, have come into the spotlight this month. The new rules, covered here , explain how you, the investor, will benefit from understanding them. Indeed you will …
Once again Malta QROPS are under fire with the removal of phased PCLS payments
Malta QROPS features in the news regularly, a new issue has arisen with the removal of phased PCLS by at least one Malta QROPS provider. This could again place Malta …
Money Purchase Annual Allowance (MPAA) and QROPS
QROPS, just like pensions in the UK, allow access to capital and income from the age of 55. A quick scour of the internet will show you that many websites, …
Malta QROPS- New Rules From July 2019
New rules, for Malta QROPS advice, come into effect from 1st July as reported here in International Investment. TailorMade Pensions disagrees with the use of insurance bonds or insurance platforms …