The Corporate Regulator in Australia announced, in a judgement on 6th Feb 2024, that Brite Advisors Pty Ltd was to be put into liquidation. (More to follow when we have …
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US Residents who transferred into a QROPS – There May Be Trouble Ahead – Part 2
Our previous ‘There May Be Trouble Ahead‘ post covered the position of the IRS on British pensions for US Residents who transferred into a QROPS in Malta and Gibraltar. While …
USA residents with QROPS? – There May Be Trouble Ahead
There may be trouble ahead for those US residents with QROPS, specifically those that were advised to transfer their British pensions to a Malta QROPS or a Gibraltar QROPS while …
Find your lost pension
Find your lost pension Over a working lifetime in the UK, it is a fact that a lot of people lose track of some of the pension plans they accumulated …
EU bid to ban financial product commissions faces resistance
On the 17th January, 2023, International Adviser ran an article about the possible EU ban of commissions on products sold by banks and insurance companies . Part of the text …
MiFID- One ‘Adviser’, Multiple Regulators and the Law
We have previously written about Brexit and British pensions and MiFID requirements for advice into Europe but how does this all affect the mobile international worker? The largest misconceptions lie around the fact …
Aisa International Prague Office- Ukraine
In a demonstration of solidarity with the beleaguered people of the Ukraine, both Aisa International and the OpesFidelio advisory network it operates across the EU, will no longer be accepting …
Final Salary Pension Transfer Critical Advice
What does it mean for a pension member of a final salary pension scheme to receive a positive recommendation and why has the UK regulator, the Financial Conduct Authority, deemed …
EU Investment- MiFID Qualified
For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment …
Spanish Wealth Tax- UK pensions
Have you heard the latest offshore IFA grift warning people about how a British pension is now subject to Spanish Wealth Tax post-Brexit? Not only that, the advice to avoid …