This is for those interested in investments and how interest rates affect equities. The “talk of the town” in mid-late 2017 has been the potential for interest rate rises in …
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UAE – SIPPs and QROPS
UAE – SIPPs and QROPS has become a key search term on websites and we thought we would look into this in more detail. We undertook a little bit of …
Gibraltar QROPS- Returning Expats
This article is helpful to current British expats or expats returning to the UK who hold a Gibraltar QROPS having transferred from a British pension. Background: Gibraltar QROPS have been …
Spanish lawyer pursues life insurance bond providers
After the collapse of one of Europe’s biggest pension transfer facilitators, Continental Wealth Management (CWN), an Alicante-based advisory firm who reportedly operated through German-based Trafalgar international, Spanish lawyers have advised …
Loan Trusts – A Useful Inheritance Tax (IHT) Planning Tool?
Loan trusts have been a part of estate planning for many years and this follows on from my previous blog about Discounted Gift Trusts. However, are they useful? Should they …
QROPS Trustee Duties – What should they be doing?
QROPS trustees Most QROPS are trusts, run by people who should have a responsibility to the pension holders. These people are called trustees, but what are the QROPS trustee duties? What …
SIPP Planner of the Year
SIPP Planner of the Year Award John Reid of Aisa Professional won the prestigious SIPP Planner of the Year Award 2017 at the Financial Planner of the Year Awards …
International Investment Awards 2017
International Investment Awards 2017 The International Investment Awards 2017 were held at the Millenium Mayfair Hotel, Grosvenor Square, London and winners in the 18th International Fund & Product Awards 2017 …
MiFID II and Transparent Fees for Expats
MiFID II and Transparent Fees for Expats We have mentioned MiFID II and transparent fees for expats in a previous blog , and the effects on the advice within the EU. …
Final Salary Pension Advice- Expats Part 2
I recently wrote a blog called Final Salary Pension Advice , raising concerns that some expats (or perhaps many) obtain final salary pension advice without actually speaking to a UK adviser. …