Expat Returns -LTA The Lifetime Allowance ( LTA ) Many expats were encouraged to transfer their pensions because of this LTA. This was only likely to be good advice is …
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Tax and Succession Planning in Spain
Be Legal – Be Smart – Be Prepared The importance of helping clients become what we at Stein call “Financially Well Organised” cannot be overstated. It will save you and …
The Panama Papers – Is Tax & Succession Planning Dead?
I am one of those people who believe that privacy, not secrecy, is intelligent when you stay within the law- unlike some mentioned in the Panama Papers . We must …
QROPS and a Pension Returning to the UK- Part One- the Expat Returns
An expat that transferred a pension to a QROPS, in all likelihood, did so as there was no intention to retire in the UK. Although there are surely question …
Pensions Freedom
Pensions Freedom, an Alternative View Much has been written in the press about the changes to the way you can access your pension fund through Pensions Freedom. In some of …
The UK Referendum on Europe
The UK In / Out Referendum on European Membership As we approach the date of the referendum on 23rd June we are in close communication with our Money Exchange Specialists …
What is Financial Planning?
Financial Planning means different things to different people According to Stuart Langan of OpesFidelio, who trades as Stein Personal & Corporate Planners (Stein PCP), Financial Planning is not a product; …
OF Adviser view
The FT waves the flag for fee based advice offshore which benefits our OpesFidelio network members ( OF Adviser ) There was an interesting article in the Financial Times claiming …
Lifetime Allowance 5 Key Facts
We are now into a new UK tax year, let’s look at: Lifetime Allowance 5 Key Facts Current Lifetime Allowance 5 Key Facts (LTA) The LTA is now £1million, …
Europe: why monetary stimuli cannot work
Tailormade is pleased to be able to offer interesting investment insights from our partners in Hong Kong, Private Capital. This article is by the well known Enzio von …