Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID- Securities Trader and European Portfolio Manager. The company received formal notification from the …
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QROPS- Restrictions on transfers from November 30th 2021
QROPS transfers are mentioned in the conclusions of the DWP into Occupational and Personal Pensions that was published yesterday afternoon. QROPS- Residency Requirements I would like to bring your attention to paragraph …
Chartered Financial Planner
Aisa Financial Planning has just renewed its Chartered Financial Planner status for another year. This is on top of being separately listed as a Finalist in the prestigious Money …
Pension Increase Exchange-Beware the allure
A Pension Increase Exchange is a popular option for many that have accrued benefits in a final salary pension scheme. However, there are implications for the Lifetime Allowance (something we …
Money Marketing Awards 2021-Aisa Financial Planning
Aisa Financial Planning Limited is the FCA regulated UK office of Aisa Group ( Tailormade being a registered name of the Aisa Group) has been shortlisted in the Money Marketing …
Investment and pension free advice
The investment and pension free advice scam. Warren Buffet’s ‘Price is what you pay, value is what you get’ comment is understood by everyone, but do people think about this …
Offshore Insurance Bonds Tax Position
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 …
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 …