The not entirely unexpected announcement that Thomas Cook has gone into liquidation, cancelling all flights immediately today, raises inevitable questions about the Thomas Cook Pension. Not another British Steel fiasco …
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Brexit impact on British pensions?
What impact will Brexit have on British pensions? If you are an expat you are probably concerned about the Brexit impact on British pensions? You might have read about passporting …
What can I do with my Gibraltar QROPS?
A colleague of mine in Aisa International, a registered adviser in South Africa, is now coming across a number of ‘disgruntled’ Gibraltar QROPS investors in South Africa. The concerns seem …
Beware the Tutti-Frutti Adviser
I recall a seminar, many years ago, about investment trusts. I think I had been an IFA only a couple of years at the time and this was when I …
Malta QROPS- New Rules in Force
All change this year for Malta QROPS, Malta Financial Services Authority (MFSA) have published revised Pension Rules, which take effect from the 1st January 2019. We will cover a couple …
Do you have a 401k Pension and live outside of the USA?
If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if …
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 …
USA Tax On QROPS | Pension Legislation
Further to our last blog about QROPS in the USA, we would like to talks about the potential consequences of USA tax on QROPS. Many having been persuaded of the …
US Residents With British Pension | Expat Pension Advice
US residents with British pension schemes paid hidden charges! The SEC has reached a settlement with a company advising US residents with British Pension schemes to transfer to QROPS in …
Avoiding Unnecessary Tax On Pension Income | Pensions Guidance
Pension Income 1. You can ensure that you do not pay unnecessary taxes on pension income by the completion of a few simple forms. 2. You should not be concerned …