Offshore insurance bonds are widely sold to expats as a wrapper for investments. Traditionally, these offshore insurance bonds have offered some excellent tax planning opportunities for those living in highly …
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Lifetime Allowance Charge at 75
The Lifetime Allowance charge is applied at certain Benefit Crystallisation Events, covered here , and understanding this is key to ensuring less tax is paid. The Lifetime Allowance charge actually affects …
Qualified Adviser for QROPS
Finding a qualified adviser for QROPS should be a straightforward matter but there are so many titles and qualifications (of which many are relevant) that it is hard for the …
QROPS A Simple Matter of Trust
QROPS are a simple matter of trust but word “Trust” makes them sound quite complicated. This is not the case at all – in the main the structures are quite simple. …
Channel Islands Financial Ombudsman
The Financial Ombudsman in any jurisdiction, such as those governing Guernsey QROPS, gives those that have taken advice from a regulated entity in that jurisdiction some comeback in the event …
Offshore Adviser Qualifications
Offshore adviser qualifications are often discussedand we believe in the promotion of qualifications, and specifically Offshore adviser qualifications for those working internationally. For an IFA that is looking to get …
7 Must-read tips about avoiding Unqualified QROPS Advisers
We are delighted that Simon Birch of Currency Solutions agrees with our previous posts about being wary of unqualified QROPS advisers and has written a great consolidated update – Links …
Free QROPS Review
Can you not help being curious at the idea of a “free QROPS review”, even though you question the possible value of something if there is no cost? If the …
Best QROPS Providers
The best QROPS providers- how should they be assessed by clients and IFAs? While many of our blogs focus on the benefits of UK pensions, and the myths and facts …
Are QROPS a Good Idea?
Are QROPS a good idea? Let’s start by looking at the QROPS list. Not all schemes choose to be on this public listing, so you will need to check …