Expat Returns -LTA The Lifetime Allowance ( LTA ) Many expats were encouraged to transfer their pensions because of this LTA. This was only likely to be good advice is …
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Tax and Succession Planning in Spain
Be Legal – Be Smart – Be Prepared The importance of helping clients become what we at Stein call “Financially Well Organised” cannot be overstated. It will save you and …
QROPS and a Pension Returning to the UK- Part One- the Expat Returns
An expat that transferred a pension to a QROPS, in all likelihood, did so as there was no intention to retire in the UK. Although there are surely question …
Pensions Freedom
Pensions Freedom, an Alternative View Much has been written in the press about the changes to the way you can access your pension fund through Pensions Freedom. In some of …
Lifetime Allowance 5 Key Facts
We are now into a new UK tax year, let’s look at: Lifetime Allowance 5 Key Facts Current Lifetime Allowance 5 Key Facts (LTA) The LTA is now £1million, …
QROPS and the Pension Tax Free Lump Sum
The Pension Tax free lump sum , known as the Pension Commencement Lump Sum ( PCLS ), has long been an incentive to encourage people to fund or join pensions …
Guernsey Pension. QROPS and Flexible Access Rules 2016
QROPS and Flexible Access Rules Updated Flexible Access Rules 2015 to 2016 – The Story so Far! In my previous article – Guernsey QROPS Rules– I talked about the opportunities open to …
5 Key Points about QROPS in Spain
QROPS in Spain – 5 Key Points Discussion about QROPS in Spain is a hot topic as it is estimated that there are 800,000 British expats resident in Spain. …
Guernsey QROPS Rules – Flexible Pension Access
This is ESSENTIAL reading for anyone with a Guernsey QROPS as Guernsey QROPS Rules have changed and created an issue for many current holders. Guernsey QROPS Rules – background For …
Low Cost SIPPS and QROPS
Not a Low Cost at All I have just seen an international publication promoting “new” low cost SIPPs and QROPS to the offshore advice market. Since we offer the most …