No expat wants to pay a whopping 45% Income Tax on the income from their UK pension fund. Numerous adverts on the internet warn that leaving your pension in the …
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Making a Goulash of Your Retirement ( Insurance bond and income )
The title is synonymous with making a mess of something and that is what many retirees will be doing if they expect insurance bonds to provide them with the flexibility …
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 …
Budget 2015
Following the Chancellor’s Budget on 8th July , we have provided a helpful summary of the main headlines below which may be of interest to you: Tax-free Personal Allowance – …
Massive Offshore Savings Plan Rip Off
Imagine you are in a job where your pay is driven by the length of the contract the customer signs. Simply, you need to convince the customer, we will call …
“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 …
Hidden offshore charges expats should avoid
Hidden offshore charges damage returns. This article will save expatriates thousands, help you avoid high hidden offshore charges, and increase your investment returns. Before we discuss the hidden offshore charges …
How offshore advisers use regulatory wording to deceive you!
The Oxford English Dictionary defines the adverb “Fully” as “ Completely or Entirely, to the Fullest Extent’’ Expat advisers and offshore advice firms often use the word “fully” to reinforce …
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 …