Increased Investment Flexibility with QROPS Some QROPS websites encourage people to move their pensions from the UK into a QROPS, referring to the fact that there is “Increased Investment Flexibility …
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Why seek pension advice from a UK regulated adviser?
UK expats (or any nationality no longer living in the UK) with a UK pension may ask why advice about UK pensions should be taken from a UK regulated adviser, …
The top ETF funds of 2016
In South Africa the returns from local exchange-traded funds ( ETF) in 2016 demonstrate just how wrong it is to bet on past performance as a guide to future performance. …
10 Reasons to use a QROPS- QROPS do not force you to buy an annuity (9)
Some QROPS websites encourage people to move their pensions to be moved from the UK into a QROPS, referring to the fact that QROPS do not force you to buy …
EU has a debt problem
The EU has a debt problem ! With Brexit looming large, elections in various countries, continuing high unemployment and zero growth the EU has many problems in 2017. Additionally the EU …
South Africa Financial Advisers
Cross-border financial planning firm Aisa International has expanded into South Africa after being granted a licence by the country’s financial services regulator as South Africa financial advisers. Aisa Group opens …
British Pension transfers for US Citizens
Are QROPS a good idea for the USA? British Pension transfers for US Citizens If you are a US citizen, who works or worked in the UK, you will possibly …
10 Reasons to use a QROPS. Facts and Myths, Leaving UK Pension Legislation Behind (8)
Leaving the UK Pension Behind- After a short break over Christmas, in our “QROPS – fact or myth” series, we are focusing on the often cited reason “Leaving UK Pension …
South Africa Financial Services Board
South Africa Financial Services Board (FSB) will limit upfront commission to 50% as further details emerge on how the regulator will introduce the first set of Retail Distribution Review (RDR) …
Inheritance Tax- Gifts and the 14 year rule.
Inheritance Tax can be reduced by gifts but did you know that gifts made within 14 years of death can potentially attract an Inheritance Tax charge? Tax advice that does …