Ubiquitous 1% servicing fee on Expat Investments Expat investments are becoming very much the subject, given the move towards transparency. Is being transparent enough for expat investments? Just because you …
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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 …
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 …
Offshore Insurance Bonds
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 …
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 …
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 …