Understanding the offshore insurance bonds tax position in the country where you are resident is very important. The offshore insurance bonds tax position is often compared to those benefits received …
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EU Advice for British Expats post-Brexit
The source of financial EU Advice for British Expats post-Brexit is set to change quite markedly over the coming months and years. I think the first indication of this, from …
Pension Scam Predictor
A useful pension scam predictor has been launched by an organisation called Help and Advice. Many people with UK pensions have fallen victim to a pension scam and this step …
Offshore Bonds and SIPPs
Offshore bonds and SIPPs have been heavily sold to non-UK residents that have UK pensions- marketed as International SIPPs – often as tax efficient or offering some benefit that simply …
Transferring to an International SIPP
Transferring to an International SIPP is the subject of a 2nd December 2020 FCA alert . The FCA state- Overseas advisory firms often invest consumers’ pension funds through an offshore …
Aisa Group wins International Adviser Awards 2020
The International Adviser Awards took place last week and the winners of the Best Practice awards were announced. Aisa Financial Planning won International Adviser’s Excellence in Investment Planning. The …
Beware the Occupational QROPS
A UK pension transfer to an Occupational QROPS seems to be a new red flag in the non-UK advice sector. So-called advisers target British expats or others who hold UK …
Financial Advice after Brexit – Blevins Franks
What should you be considering with regard to Financial Advice after Brexit – Blevins Franks makes some good points When you are receiving financial advice after Brexit – Blevins Franks …
Double Taxation Treaties as part of Expat Financial Advice
Many expats are never told about Double Taxation Treaties as part of Expat Financial Advice that they receive. Why not? Because it is easier to suggest there is a problem …
Coronavirus Investment Performance
Coronavirus Investment Performance during 2020 and where to invest has been a key topic for all of us in our Investment team. Our portfolios have been running for 11 years, …