MiFiD 2 is due to come into force on 3rd January 2018, though it may take a little time for EU regulators to get to grips with it. MiFiD 2 …
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Finance Bill 2017 | Expat Advice
The Finance Bill 2017 has been trimmed down somewhat due to the proximity of the election. The opposition and the Government agreed to drop any contentious measures in order to …
Expat Investment Advice
Expat Investment Advice Whether it be pensions, savings plans or lump sum investments, expat investment advice is a big industry. Given the number of people taking expat investment advice , …
FATCA equivalent to HMRC QROPS CRS reporting rules?
Similarities between HMRC QROPS , CRS reporting rules and the US FATCA have been made by the head of TMF pensions , Aisa Group has also been raising the issue …
Ubiquitous 1% servicing fee on Expat Investments
Ubiquitous 1% servicing fee on Expat Investments Expat investments are becoming very much the subject, given the move towards transparency. Is being transparent enough for expat investments? Just because you …
Gibraltar QROPS- New investment rules
Gibraltar QROPS- New investment rules Gibraltar QROPS reputation may have been improved with new investment rules just announced. On 31st March, the new enhanced pension regulation was introduced in a …
Transparency – the new buzzword in offshore finance
Transparency, as a description of advice delivery, is being used more and more by firms involved in financial advice. However, what does transparency mean? While we have been banging on …
Tax Planning with SIPPs and the LTA
UK pensions offer fantastic opportunities for expats, especially those who wish to consider tax planning with SIPPs and the LTA (Lifetime Allowance). Since the spring Budget 2017, UK pensions will …
QROPS Rules 2017 – Are the new QROPS rules fair?
QROPS Rules 2017 – Are the new QROPS rules fair? The QROPS rules 2017 have altered the QROPS landscape completely. I refer to the 9th March as Q Day and the …
QROPS Budget 2017- The Devil is in the Detail
QROPS Budget 2017 The Budget 2017 announcement about the changes to QROPS was unexpected but perhaps not unsurprising, given the misuse of QROPS as a tax planning product by some quarters …