Ubiquitous 1% servicing fee on Expat Investments Expat investments are becoming very much the subject, given the move towards transparency. Is being transparent enough for expat investments? Just because you …
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Gibraltar QROPS- New investment rules
Gibraltar QROPS- New investment rules Gibraltar QROPS reputation may have been improved with new investment rules just announced. On 31st March, the new enhanced pension regulation was introduced in a …
Brexit, Expats and Pensions
Brexit, expats and pensions have been headline news in March 2017 for two significant reasons. Brexit has been triggered by Article 50(2) and, The Budget 2017 introduced the OTC – …
Transparency – the new buzzword in offshore finance
Transparency, as a description of advice delivery, is being used more and more by firms involved in financial advice. However, what does transparency mean? While we have been banging on …
Tax Planning with SIPPs and the LTA
UK pensions offer fantastic opportunities for expats, especially those who wish to consider tax planning with SIPPs and the LTA (Lifetime Allowance). Since the spring Budget 2017, UK pensions will …
QROPS Rules 2017 – Are the new QROPS rules fair?
QROPS Rules 2017 – Are the new QROPS rules fair? The QROPS rules 2017 have altered the QROPS landscape completely. I refer to the 9th March as Q Day and the …
The Pensions Scorpion Campaign
The Pensions Scorpion Campaign was launched by the UK Pensions Regulator to create awareness of pension scams, for both the investing public and pension trustees and pension companies, to protect …
QROPS Budget 2017- The Devil is in the Detail
QROPS Budget 2017 The Budget 2017 announcement about the changes to QROPS was unexpected but perhaps not unsurprising, given the misuse of QROPS as a tax planning product by some quarters …
QROPS Budget 2017
QROPS Budget 2017- Just announced on HMRC’s website “As announced at Spring Budget 2017, the government will legislate in Finance Bill 2017 to apply a 25% tax charge to pension …
Personalised Portfolio Bonds
Why are some offshore bonds referred to as Personalised Portfolio Bonds and why are they widely recommended for QROPS and investments? Is it true they are really inappropriate for a …