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 …
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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 …
Pension Increase Exchange-Beware the allure
A Pension Increase Exchange is a popular option for many that have accrued benefits in a final salary pension scheme. However, there are implications for the Lifetime Allowance (something we …
British Citizens Retiring in the EU
Since Brexit the subject of British citizens retiring in the EU, and the new hoops they have to jump through as they are no longer EU citizens, has been a …
Money Marketing Awards 2021-Aisa Financial Planning
Aisa Financial Planning Limited is the FCA regulated UK office of Aisa Group ( Tailormade being a registered name of the Aisa Group) has been shortlisted in the Money Marketing …
Insistent Clients and Final Salary Pensions
I was reading a discussion about insistent clients and final salary pension schemes on social media the other day. On one side were the regulated pension transfer specialists and on …
Investment and pension free advice
The investment and pension free advice scam. Warren Buffet’s ‘Price is what you pay, value is what you get’ comment is understood by everyone, but do people think about this …
Offshore Insurance Bonds Tax Position
Understanding the offshore insurance bonds tax position in the country where you are resident is very important. The offshore insurance bonds tax position is often compared to those benefits received …
Portuguese Tax for Expats in Portugal
Portuguese tax for expats- The Portuguese tax regime for non-Portuguese residents, including many Brits that have sought to apply for Non-Habitual Residency (NHR) in Portugal as a result of Brexit, …
EU Advice for British Expats post-Brexit
The source of financial EU Advice for British Expats post-Brexit is set to change quite markedly over the coming months and years. I think the first indication of this, from …
Life insurance or Critical Illness cover
Let’s be honest, this is an investment and pension website. We do not talk about Life insurance or Critical Illness cover normally. WHY NOW? Well, many of the advisers in …
Pension Scam Predictor
A useful pension scam predictor has been launched by an organisation called Help and Advice. Many people with UK pensions have fallen victim to a pension scam and this step …