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 …
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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 …
Coronavirus Investment Performance
Coronavirus Investment Performance during 2020 and where to invest has been a key topic for all of us in our Investment team. Our portfolios have been running for 11 years, …
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. …
Gold and Silver investing
Gold and Silver investing versus investing in equities. People tend to dwell on equity investment returns, individual stocks rather than Gold and Silver investing. Much is known about the Nasdaq …
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 …
Fraudsters Clone FCA Register and Website
The FCA (Financial Conduct Authority) has warned the public about fraudsters and cloning on Twitter today. This has also been picked up by some financial journals. It appears that this …
Abridged Advice
The long awaited FCA policy document for Abridged advice was released on 5th June. This is effective from 1st October 2020. Abridged Advice and Contingent Fees From that date, the …
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 …