QROPS have been on the radar of HMRC and the Pensions Regulator in the UK due to multiple “unlocking” schemes designed to allow access to funds whilst theoretically avoiding tax; …
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QROPS advice Retirement Planner Awards
QROPS advice was the theme of our entry into the Retirement Planner Awards in June 2015. On Wednesday I had the pleasure of attending this year’s Retirement Planner Awards at …
Clarity from the Confusion – Pension Transfers
Since the new Pension Freedoms have been introduced there has been considerable confusion among the public, advisers and pension providers (the pension schemes themselves) about pension transfers. Pension Transfers-Who can …
New Zealand QROPS pensions – do they stack up for those not living there?
Maybe I am just missing something, but I can still see (2015) offshore advice firms suggesting New Zealand QROPS pensions are really suitable for those not retiring in New Zealand …
“You’re Gonna Carry That Weight A Long Time”
Familiar with the Beatles? Well this song title on the 1969 Abbey Road album is a perfect analogy of the burden of investing into a pension via a custodian wrapper …
IRS compliant QROPS for US residents
IRS compliant QROPS – Three Letter Abbreviations (TLA) are used by some advisers to confuse the consumer; here are some examples, DTAs, IRS, SIPP, ROPs make it appear that they …
Different types of UK pension explained
Any parent with a young daughter will know all about the animated film and all the accessories for sale that appear on Christmas lists and birthday lists. However, the word …
Did you know that most UK pension death taxes were removed?
This is the latest update on the removal of death taxes, with improved access to pension funds upon death. No more 55% “death” tax, or indeed any UK tax in …
What are the best UK pension options for USA residents?
Let’s start by saying we do not recommend a move to a QROPS for a current USA tax resident. That is to say, if you have transferred to a QROPS …
What death taxes are due on pension funds since 2015?
As Benjamin Franklin once wrote “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except …