Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID- Securities Trader and European Portfolio Manager. The company received formal notification from the …
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QROPS- Restrictions on transfers from November 30th 2021
QROPS transfers are mentioned in the conclusions of the DWP into Occupational and Personal Pensions that was published yesterday afternoon. QROPS- Residency Requirements I would like to bring your attention to paragraph …
Pension Increase Exchange-Beware the allure
A Pension Increase Exchange is a popular option for many that have accrued benefits in a final salary pension scheme. However, there are implications for the Lifetime Allowance (something we …
British Citizens Retiring in the EU
Since Brexit the subject of British citizens retiring in the EU, and the new hoops they have to jump through as they are no longer EU citizens, has been a …
Money Marketing Awards 2021-Aisa Financial Planning
Aisa Financial Planning Limited is the FCA regulated UK office of Aisa Group ( Tailormade being a registered name of the Aisa Group) has been shortlisted in the Money Marketing …
Offshore Insurance Bonds Tax Position
Understanding the offshore insurance bonds tax position in the country where you are resident is very important. The offshore insurance bonds tax position is often compared to those benefits received …
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 …