We are following up on our previous blogs about US residents with British pension schemes and our consideration of USA tax on QROPS . The fact is that a product has been …
USA Tax On QROPS | Pension Legislation
Further to our last blog about QROPS in the USA, we would like to talks about the potential consequences of USA tax on QROPS. Many having been persuaded of the …
US Residents With British Pension | Expat Pension Advice
US residents with British pension schemes paid hidden charges! The SEC has reached a settlement with a company advising US residents with British Pension schemes to transfer to QROPS in …
Avoiding Unnecessary Tax On Pension Income | Pensions Guidance
Pension Income 1. You can ensure that you do not pay unnecessary taxes on pension income by the completion of a few simple forms. 2. You should not be concerned …
Malta QROPS Investments Advice | 2018
Malta QROPS investments have found themselves in the headlines recently , and it is clear that this is causing confusion among advisers, regulated or otherwise. Malta QROPS investments- The Changes The …
Pension Facts Or Fake News
Nowadays we are bombarded by facts and opinions as media has now evolved from traditional sources, such as newspapers, to instant online news and “information / advice”. However, the authenticity …
Portugal Non-Habitual Residency | Pension Advice
We have started to receive enquiries about the Non-Habitual Residency rule in Portugal. In most jurisdictions the issue of tax residency is simply a case of “resident or non-resident” and …
British Expat Moving Abroad- Pension Contributions
A British expat query, from those that have contributed to pension schemes in the UK, is often about the possibility of continuing to contribute to UK pensions while outside the …
Financial Advice or Financial Products?
Last week our company met with an EU regulator as part of a set-up process, where they raised the question of how Financial Advice could be delivered and what type …
Final Salary Pension Transfer Advice
Final salary pension transfer advice has come under the spotlight more and more over the years. In the mid to late 90s, specialist pension exams were introduced and it became …