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 …
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Three-month defined benefit pension transfer freeze
On Friday 27th March, The Pensions Regulator announced an effective three-month defined benefit pension transfer freeze, referred to in this article. Multiple reasons have been given. It allows trustees more …
Coronavirus Investment Strategy
In light of recent events, our Investment Team have devised a Coronavirus Investment Strategy. Our Coronavirus Investment Strategy as of March 25th, 2020: Since the 10th March, the systematic shutdown …
Best Country To Retire?
Which is the best country to retire to? Brexit has thrown open discussions about how those who are retired and living in the EU will be affected, for those thinking …
UK Pensions
While there are many things to arrange when moving abroad, UK pensions are probably not high on the list of things to review. However, this does not mean that offshore …
Moving to Spain
Whatever happens with Brexit, there will still be a lot of Brits that will consider moving to Spain. People moving abroad to Spain will invariably get contacted by an offshore …
How Much Do I Need To Retire ?
If you are approaching retirement then a key question is ‘How much do I need to retire and for how long will it last?’. The latter part of the question …
Offshore Insurance Bonds- Spain
Offshore insurance bonds have been one of the most widely sold investment wrappers sold , predominately, to British expats as being a tax …
OLD MUTUAL INTERNATIONAL IS CHANGING ITS NAME
Old Mutual International made an announcement regarding its change of name to Quilter International as follows- ”Old Mutual International will change its name to Quilter International in 2020 to reflect …