UAE – SIPPs and QROPS has become a key search term on websites and we thought we would look into this in more detail. We undertook a little bit of …
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Gibraltar QROPS- Returning Expats
This article is helpful to current British expats or expats returning to the UK who hold a Gibraltar QROPS having transferred from a British pension. Background: Gibraltar QROPS have been …
Spanish lawyer pursues life insurance bond providers
After the collapse of one of Europe’s biggest pension transfer facilitators, Continental Wealth Management (CWN), an Alicante-based advisory firm who reportedly operated through German-based Trafalgar international, Spanish lawyers have advised …
International Investment Awards 2017
International Investment Awards 2017 The International Investment Awards 2017 were held at the Millenium Mayfair Hotel, Grosvenor Square, London and winners in the 18th International Fund & Product Awards 2017 …
MiFID II and Transparent Fees for Expats
MiFID II and Transparent Fees for Expats We have mentioned MiFID II and transparent fees for expats in a previous blog , and the effects on the advice within the EU. …
Final Salary Pension Advice- Expats Part 2
I recently wrote a blog called Final Salary Pension Advice , raising concerns that some expats (or perhaps many) obtain final salary pension advice without actually speaking to a UK adviser. …
US Expats with UK Pension Schemes
There are numerous internet sites offering US Expats with UK Pension Schemes advice about their options. However, we have real concerns about the use of “investment bond” wrappers and QROPS. …
Final Salary Pension Advice- Expats
When you consider the best options for your final salary pension advice, would you: Transfer your final salary pension without taking regulated advice? Transfer your final salary pension by allowing someone …
A QROPS Helps Save Tax
A QROPS helps save tax is an often suggested reason for transferring a pension outside of the UK. Is this true though? In fact, whether a QROPS helps save tax …
The Move to Transparency – Industry to Profession
Transparency as part of financial planning is something we have talked about before . For those, like me, that started in the finance industry in the late 1980s, moving abroad to …