UK Pension Transfers Statement of the obvious, but those considering UK pension transfers should do so only after consideration of the facts. UK members of pensions are being recommended overseas …
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Who should transfer their UK Pension?
The questions arising about who should transfer their UK pension from a final salary scheme is something we see daily in articles, blogs and adverts. I have recently heard of …
Finance Bill 2017 | Expat Advice
The Finance Bill 2017 has been trimmed down somewhat due to the proximity of the election. The opposition and the Government agreed to drop any contentious measures in order to …
Expat Investment Advice
Expat Investment Advice Whether it be pensions, savings plans or lump sum investments, expat investment advice is a big industry. Given the number of people taking expat investment advice , …
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 …
Brexit, Expats and Pensions
Brexit, expats and pensions have been headline news in March 2017 for two significant reasons. Brexit has been triggered by Article 50(2) and, The Budget 2017 introduced the OTC – …
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 …
The Pensions Scorpion Campaign
The Pensions Scorpion Campaign was launched by the UK Pensions Regulator to create awareness of pension scams, for both the investing public and pension trustees and pension companies, to protect …