Let’s start by saying we do not recommend a move to a QROPS for a current USA tax resident. That is to say, if you have transferred to a QROPS …
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Avoid high charged offshore regular savings plans and be healthy
Why are offshore regular savings plans so disastrous for most clients? If you are, or thinking about, saving regular amounts, typically monthly, then how can you avoid a sensible idea …
Overseas, how do you obtain best advice?
1. Which adviser? The internet is full of financial advisers offering transfer advice to those that have UK pension schemes. Many advisers claim to be QROPS or UK Pension Transfer …
What death taxes are due on pension funds since 2015?
As Benjamin Franklin once wrote “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except …
QROPS funds : Expatriates can avoid high charges
The same QROPS funds cost different amounts in different parts of the world. The difference can be some QROPS funds overseas have charges 100% more than in countries such as …
Expat pensions – QROPS, Sipps and death taxes explained
This is the latest update on the removal of death taxes, with improved access to expat pensions upon death. No more 55% “death” tax, or indeed any UK tax in …
US residents – UK pensions and QROPS (Part 2)
This is the second in a series about what would be the best option for US residents who have a UK pension and are considering a QROPS. First article – …
QROPS and SIPPs- A Matter of Trust
We have all heard about the wealthy using trusts to avoid tax, the papers are full of news about the authorities clamping down on them with stories of celebrities being …
Double Tax Treaty (DTT) Agreement
When offshore web sites advertise “no tax” or “avoid this tax” they are often only referring to UK tax or UK pension tax, as though other countries like Australia, the …
Uncle Sam may be in contact with you for the Facts about QROPS (FATCA)
Uncle Sam has become the personification of the American Government, and many of us can picture the stern looking gentlemen pointing his finger at us with the caption “ I …