Questions about expat tax are often part of the enquiries we get from those that have moved outside of the UK and have (or are about to) apply to 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 …
Thomas Cook Update
On Monday 23rd September, Thomas Cook went into liquidation, further to our blog yesterday. For those still on a Thomas Cook holiday the return flight will be via another airline …
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 …
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 …
Beware the Tutti-Frutti Adviser
I recall a seminar, many years ago, about investment trusts. I think I had been an IFA only a couple of years at the time and this was when I …