Pension transfers, QROPS and Inheritance Tax are often a key discussion point for expats that have UK pensions but there are occasions where the unaware could end up paying the …
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International Fund & Product Awards 2016 results announced
The Old Mutual International International Fund & Product Awards 2016 results were announced on Wednesday 12th October at the prestigious Four Seasons Hotel on Park Lane in London. This was the 17th …
International Adviser Awards 2016
International Adviser Awards 2016 – Excellence in Client Service The International Adviser event, held at the Waldorf Hilton, London on 21st September 2016 turned out to be very rewarding for …
10 Reasons to use a QROPS- the facts and the myths (1)
10 Reasons to use a QROPS- the facts and the myths There are lots of websites that refer to “10 Reasons to use a QROPS”, or variations on that number, …
Aisa International – OpesFidelio win Best Adviser Firm Europe
At the International Adviser Awards 2016. Aisa International – OpesFidelio network won the prestigious Best Adviser Firm in Europe award with tough competition from some of the largest European focused …
QROPS, BCE and the Lifetime Allowance Charge
Visit many QROPS websites and the Lifetime Allowance Charge is cited as a reason to transfer from the UK, even where funds are nowhere near the current allowance. The reason …
Offshore Independent Financial Adviser
What is an offshore independent financial adviser (Offshore IFA) ? Is it just a buzzword and, in regulated financial services, does independence actually mean independence in reference to the term …
Brexit Referendum Result Investment View
Brexit Referendum Result The people of the UK have voted in favour of leaving the EU and this has had an immediate impact on the markets. At the time of …
Commission or Fees QROPS – a no brainer?
Last week I was reading a QROPS article, regarding commission or fee, about a firm that sells QROPS to those with UK pensions. It has led me to write …
Lifetime Allowance 5 Key Facts
We are now into a new UK tax year, let’s look at: Lifetime Allowance 5 Key Facts Current Lifetime Allowance 5 Key Facts (LTA) The LTA is now £1million, …