The source of financial EU Advice for British Expats post-Brexit is set to change quite markedly over the coming months and years. I think the first indication of this, from …
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Pension Scam Predictor
A useful pension scam predictor has been launched by an organisation called Help and Advice. Many people with UK pensions have fallen victim to a pension scam and this step …
Offshore Bonds and SIPPs
Offshore bonds and SIPPs have been heavily sold to non-UK residents that have UK pensions- marketed as International SIPPs – often as tax efficient or offering some benefit that simply …
Transferring to an International SIPP
Transferring to an International SIPP is the subject of a 2nd December 2020 FCA alert . The FCA state- Overseas advisory firms often invest consumers’ pension funds through an offshore …
Aisa Group wins International Adviser Awards 2020
The International Adviser Awards took place last week and the winners of the Best Practice awards were announced. Aisa Financial Planning won International Adviser’s Excellence in Investment Planning. The …
Beware the Occupational QROPS
A UK pension transfer to an Occupational QROPS seems to be a new red flag in the non-UK advice sector. So-called advisers target British expats or others who hold UK …
UK Pension Transfers In Germany
We have found that British expats considering UK pension transfers in Germany who look at the Double Tax Treaty between the UK and Germany assume that the pension will be …
Double Taxation Treaties as part of Expat Financial Advice
Many expats are never told about Double Taxation Treaties as part of Expat Financial Advice that they receive. Why not? Because it is easier to suggest there is a problem …
QROPS and the Lifetime Allowance
If you are interested in knowing about QROPS and the Lifetime Allowance, currently £1,073,100, then this is the article should be of interest. Understanding how this works this could save …
Lifetime Allowance at 75
I have seen a few comments on forums and websites, especially overseas expats and their advisers, that do not understand how the Lifetime Allowance at 75 applied to UK pensions. …