What should you be considering with regard to Financial Advice after Brexit – Blevins Franks makes some good points When you are receiving financial advice after Brexit – Blevins Franks …
UK Pension Transfers In Germany
We have found that British expats considering UK pension transfers in Germany who look at the Double Tax Treaty between the UK and Germany assume that the pension will be …
Double Taxation Treaties as part of Expat Financial Advice
Many expats are never told about Double Taxation Treaties as part of Expat Financial Advice that they receive. Why not? Because it is easier to suggest there is a problem …
Coronavirus Investment Performance
Coronavirus Investment Performance during 2020 and where to invest has been a key topic for all of us in our Investment team. Our portfolios have been running for 11 years, …
Lifetime Allowance at 75
I have seen a few comments on forums and websites, especially overseas expats and their advisers, that do not understand how the Lifetime Allowance at 75 applied to UK pensions. …
Gold and Silver investing
Gold and Silver investing versus investing in equities. People tend to dwell on equity investment returns, individual stocks rather than Gold and Silver investing. Much is known about the Nasdaq …
FCA launch anti-Pension Scams and Unregulated Illiquid Investments crackdown
A recent article in the FT Adviser covered concerns about pension scams and unregulated illiquid investments as a result of pension transfer advice that originated in the UK. This is …
Drawing a UK personal pension- Expat Problems
We noticed a letter in The Sunday Times newspaper about an expatriate who felt that his personal pension had scuppered his retirement plans. Why are we highlighting this and why …
Fraudsters Clone FCA Register and Website
The FCA (Financial Conduct Authority) has warned the public about fraudsters and cloning on Twitter today. This has also been picked up by some financial journals. It appears that this …
First British Financial Advisers To Join EFPA (CZ)
EFPA News- Aisa Group continue to advance their qualifications in mainland Europe, in line with their commitment to their network members and clients. After obtaining securities qualifications in Cyprus, key …