There are a range of occupations that provide services we all need, whether we enjoy or like them or not. I am not sure anyone enjoys the bi-annual trip to …
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Investment Advice and the Piggy Bank
Expat investors are often given investment advice by offshore firms that are regulated. But, they are only regulated to give advice on insurance products and not investment advice and most …
Pension Qualifications (Why are they important ?)
Internet finance sites make claims. In regulated territories claims have to be substantiated and words have to be chosen carefully, whereas offshore the same powerful words are often utilised without …
Recognised overseas pension schemes
QROPS have been on the radar of HMRC and the Pensions Regulator in the UK due to multiple “unlocking” schemes designed to allow access to funds whilst theoretically avoiding tax; …
Clarity from the Confusion – Pension Transfers
Since the new Pension Freedoms have been introduced there has been considerable confusion among the public, advisers and pension providers (the pension schemes themselves) about pension transfers. Pension Transfers-Who can …
New Zealand QROPS pensions – do they stack up for those not living there?
Maybe I am just missing something, but I can still see (2015) offshore advice firms suggesting New Zealand QROPS pensions are really suitable for those not retiring in New Zealand …
“You’re Gonna Carry That Weight A Long Time”
Familiar with the Beatles? Well this song title on the 1969 Abbey Road album is a perfect analogy of the burden of investing into a pension via a custodian wrapper …
IRS compliant QROPS for US residents
IRS compliant QROPS – Three Letter Abbreviations (TLA) are used by some advisers to confuse the consumer; here are some examples, DTAs, IRS, SIPP, ROPs make it appear that they …
Different types of UK pension explained
Any parent with a young daughter will know all about the animated film and all the accessories for sale that appear on Christmas lists and birthday lists. However, the word …
Did you know that most UK pension death taxes were removed?
This is the latest update on the removal of death taxes, with improved access to pension funds upon death. No more 55% “death” tax, or indeed any UK tax in …