Fund Advice & Pension Advice Fees A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why …
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Expats, Residency and Schengen | Expat Advice
For those people who currently live in the Schengen Zone within the EU, but still have close connections with the UK, then Brexit could throw up a googly! This is …
Pension Transfers and Triage | Expat Advice
Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
QROPS in Spain | QROPS Advice
QROPS in Spain -Many expats have taken advice and established a QROPS while in Spain. Some may have made a profit since the transfer but we suspect many thousands have …
Investment Review July 2018 | Pension Review
July Newsletter 2018 Economic Update and Investment Review The second quarter of 2018, similar to the first, was filled with news that we would like to call surprising but should …
Insurance Bonds in the US | Debacle
We are following up on our previous blogs about US residents with British pension schemes and our consideration of USA tax on QROPS . The fact is that a product has been …
Chartered Financial Planners logos | TailorMade Pensions
The Chartered Financial Planners logos have been updated by the Chartered Insurance Institute (CII) and apply to individuals and corporate Chartered members. The Yardsick Agency have produced a handy checklist …
Retirement Planner Awards | 2017
The 2017 Professional Adviser Retirement Planner Awards results were announced on Tuesday 20th June 2017, and our very own Aisa Professional, part of the Aisa Group, won. Chaired by Deborah Benn, …
My Plane is on Fire – What Should I Do | Expat Advice
The scenario is simple – you are sitting on the tarmac at a UK airport about to fly to some lovely far off destination like South Africa. Gazing out the …