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) …
What are ‘Packaged Retail Investment and Insurance-Based Products – PRIIPs’
Packaged Retail Investment and Insurance-Based Products – PRIIPs Packaged retail investment and insurance-based products (PRIIPs) is a broad category of financial assets that are regularly provided to consumers in the …
Will this bull market ever end?
Bull market(s) – when should you be considering doing the opposite of everyone else? For those clients who need reminding of a bull market and bear market, and what they …
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 …
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 …
How do interest rates affect equities?
This is for those interested in investments and how interest rates affect equities. The “talk of the town” in mid-late 2017 has been the potential for interest rate rises in …
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 …
Spanish lawyer pursues life insurance bond providers
After the collapse of one of Europe’s biggest pension transfer facilitators, Continental Wealth Management (CWN), an Alicante-based advisory firm who reportedly operated through German-based Trafalgar international, Spanish lawyers have advised …
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 …