We have started to receive enquiries about the Non-Habitual Residency rule in Portugal. In most jurisdictions the issue of tax residency is simply a case of “resident or non-resident” and …
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British Expat Moving Abroad- Pension Contributions
A British expat query, from those that have contributed to pension schemes in the UK, is often about the possibility of continuing to contribute to UK pensions while outside the …
Investment Review March 2018 | Pension Review
Brian Dunhill publishes his latest Investment Review Brian is an International Financial Advisor at Dunhill Financial who operates in the EU offering expert advice to US citizens. Below he pens …
Financial Advice or Financial Products?
Last week our company met with an EU regulator as part of a set-up process, where they raised the question of how Financial Advice could be delivered and what type …
Final Salary Pension Transfer Advice
Final salary pension transfer advice has come under the spotlight more and more over the years. In the mid to late 90s, specialist pension exams were introduced and it became …
Investment Review February 2018
Brian Dunhill publishes his latest Investment Review Brian is an International Financial Advisor at Dunhill Financial who operates in the EU offering expert advice to US citizens. Below he pens …
QROPS and the Markets
QROPS were introduced as a result of A Day and Pension Simplification in 2006. I first became aware of an increase in the number of adviser adverts in about 2008/9. …
Case Study of a Lump Sum High Return Investment
Case Study of a Lump Sum High Return Investment
Pension Protection Fund- Carillion
The Pension Protection Fund will step in to protect those 28,000 members of the Carillion DB schemes as part of the assessment process once the liquidator is appointed to the …
Independent Financial Advice- Expats
Search the internet and you will find numerous websites that offer independent financial advice to expats. But are they offering independent financial advice?We find that many expats did not get …