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 …
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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. …
FCA launch anti-Pension Scams and Unregulated Illiquid Investments crackdown
A recent article in the FT Adviser covered concerns about pension scams and unregulated illiquid investments as a result of pension transfer advice that originated in the UK. This is …
Drawing a UK personal pension- Expat Problems
We noticed a letter in The Sunday Times newspaper about an expatriate who felt that his personal pension had scuppered his retirement plans. Why are we highlighting this and why …
Ex-DeVere duo fined by US regulator over transfers of British Pensions to QROPS
British pensions transferred to QROPS are in the news again in the USA. The US regulator (SEC) has heavily fined two defendants who had a serious conflict of interest when …
Saving For Retirement
While saving for retirement is essential, we understand why it may be low on the list of things for you to think about. However, we want to give you something …
Are Offshore Bonds a tax-effective way to invest?
A couple of years ago, we discussed the merits of offshore bonds in an article for International Adviser that was used as its Continued Professional Development Corner. We think it …
Surviving Covid-19 as an Investment or Adviser firm or network
Surviving Covid-19 on a personal level is, of course, paramount to everyone in terms of health but soon attention will swap to surviving financially. Whilst, for all our national economies …