Retiring Overseas A recently published document has warned expats needing financial advice that live in Spain, Canada, France, Dubai and Australia to be extra vigilant, as these are main centres where …
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Ubiquitous 1% servicing fee on Expat Investments
Ubiquitous 1% servicing fee on Expat Investments Expat investments are becoming very much the subject, given the move towards transparency. Is being transparent enough for expat investments? Just because you …
Gibraltar QROPS- New investment rules
Gibraltar QROPS- New investment rules Gibraltar QROPS reputation may have been improved with new investment rules just announced. On 31st March, the new enhanced pension regulation was introduced in a …
Transparency – the new buzzword in offshore finance
Transparency, as a description of advice delivery, is being used more and more by firms involved in financial advice. However, what does transparency mean? While we have been banging on …
Tax Planning with SIPPs and the LTA
UK pensions offer fantastic opportunities for expats, especially those who wish to consider tax planning with SIPPs and the LTA (Lifetime Allowance). Since the spring Budget 2017, UK pensions will …
QROPS Rules 2017 – Are the new QROPS rules fair?
QROPS Rules 2017 – Are the new QROPS rules fair? The QROPS rules 2017 have altered the QROPS landscape completely. I refer to the 9th March as Q Day and the …
QROPS in the UAE
QROPS in the UAE Those planning to take out a QROPS in the UAE may have read about the new QROPS tax imposed on UK pension transfer requests post 9th …
QROPS Budget 2017- The Devil is in the Detail
QROPS Budget 2017 The Budget 2017 announcement about the changes to QROPS was unexpected but perhaps not unsurprising, given the misuse of QROPS as a tax planning product by some quarters …
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 …