QROPS Budget 2017- Just announced on HMRC’s website “As announced at Spring Budget 2017, the government will legislate in Finance Bill 2017 to apply a 25% tax charge to pension …
TOP STORIES
Personalised Portfolio Bonds
Why are some offshore bonds referred to as Personalised Portfolio Bonds and why are they widely recommended for QROPS and investments? Is it true they are really inappropriate for a …
Offshore Bonds in Pensions
Offshore bonds in pensions have been widely used by non-UK IFAs and we recently posted a blog about insurance bonds that discussed the responsibility of advice. Offshore Bonds As we …
Offshore Insurance Bonds
Offshore insurance bonds are widely sold to expats as a wrapper for investments. Traditionally, these offshore insurance bonds have offered some excellent tax planning opportunities for those living in highly …
Lifetime Allowance Charge at 75
The Lifetime Allowance charge is applied at certain Benefit Crystallisation Events, covered here , and understanding this is key to ensuring less tax is paid. The Lifetime Allowance charge actually affects …
QROPS A Simple Matter of Trust
QROPS are a simple matter of trust but word “Trust” makes them sound quite complicated. This is not the case at all – in the main the structures are quite simple. …
Best QROPS Providers
The best QROPS providers- how should they be assessed by clients and IFAs? While many of our blogs focus on the benefits of UK pensions, and the myths and facts …
Top draw investments and kitchen knives!
How do you choose a top draw investment? In many instances it will be similar to buying a kitchen knife, and the varied results are almost certainly similar. Why? I …
10 Reasons to use a QROPS – All the Facts and Myths
Over the last few months, TailorMade has run a hugely successful series of blogs called 10 reasons to use a QROPS – Facts and myths. It has focused on the …
10 Reasons to use a QROPS – Facts and Myths Summary
Over the last few months, TailorMade has run a hugely successful series of blogs called 10 reasons to use a QROPS – Facts and myths. It has focused on the …