The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …
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Thomas Cook Update
On Monday 23rd September, Thomas Cook went into liquidation, further to our blog yesterday. For those still on a Thomas Cook holiday the return flight will be via another airline …
Spain- Insurance bonds in pensions, is there a tax advantage?
If you have just been recommended to take out insurance bonds in pensions from RL360, OMI , SEB , Generali , Investors Trust , Friends Provident International , Prudential International and …
Brexit impact on British pensions?
What impact will Brexit have on British pensions? If you are an expat you are probably concerned about the Brexit impact on British pensions? You might have read about passporting …
What can I do with my Gibraltar QROPS?
A colleague of mine in Aisa International, a registered adviser in South Africa, is now coming across a number of ‘disgruntled’ Gibraltar QROPS investors in South Africa. The concerns seem …
Malta Pensions- Can IDD advisers still instruct Malta Pension Trustees?
Malta Pensions, specifically QROPS, have come into the spotlight this month. The new rules, covered here , explain how you, the investor, will benefit from understanding them. Indeed you will …
Once again Malta QROPS are under fire with the removal of phased PCLS payments
Malta QROPS features in the news regularly, a new issue has arisen with the removal of phased PCLS by at least one Malta QROPS provider. This could again place Malta …
Money Purchase Annual Allowance (MPAA) and QROPS
QROPS, just like pensions in the UK, allow access to capital and income from the age of 55. A quick scour of the internet will show you that many websites, …
Malta QROPS- New Rules From July 2019
New rules, for Malta QROPS advice, come into effect from 1st July as reported here in International Investment. TailorMade Pensions disagrees with the use of insurance bonds or insurance platforms …
Pensions in Spain
We continue to get enquiries about pensions in Spain and specifically for advice in three main areas- Tax information requests, and best options for pensions in Spain. Advice on whether …