Brexit Referendum Result The people of the UK have voted in favour of leaving the EU and this has had an immediate impact on the markets. At the time of …
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Brexit Investment Strategy
A clear Brexit Investment Strategy needs to take account in the short term of the two outcomes. The driving factors are fear of uncertainty, genuine concern over the future, fear …
Brexit and the Investment Markets
There is a lot of speculation at the moment about the next rate rise in the US being imminent, and fears about the Brexit vote are reaching fever pitch. Are …
The Lifetime Allowance – LTA QROPS and Returning to the UK
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 …
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 …
The Panama Papers – Is Tax & Succession Planning Dead?
I am one of those people who believe that privacy, not secrecy, is intelligent when you stay within the law- unlike some mentioned in the Panama Papers . We must …
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, …
Europe: why monetary stimuli cannot work
Tailormade is pleased to be able to offer interesting investment insights from our partners in Hong Kong, Private Capital. This article is by the well known Enzio von …
Drawdown vs UFPLS
Since 2006, there have been a lot of changes to UK pensions and especially the terminology, Flexi-access drawdown and the Uncrystallised Funds Pension Lump Sum are examples. April 2015 introduced the …