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, …
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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 …
Be Smart, Be Prepared, Be Legal
Be Smart, Be Prepared, Be Legal Becoming “Financially Well Organised” Death and taxes are guaranteed that is for sure. Therefore the importance of being “Financially Well Organised” at the very …
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 …
How to Become a Successful Investor
How to Become a Successful Investor The Brexit referendum has come and gone and we wait to see what happens next. Life is moving on, companies are continuing to trade …
Brooklands SIPP Trustees – IVCM review
Brooklands SIPP trustees went into administration in July 2016. Whilst it would be easy to say that TailorMade never recommended Brooklands trustees, that does not help those clients of firms …
Malta QROPS , the licenses needed by IFAs
This is a warts and all assessment of what should be checked when considering IFAs that advise on Malta QROPS. Malta QROPS offer flexible pensions access, like UK pensions, being …
Product News – STM QROPS
STM Group which own STM QROPS have announced that their STM Malta Pension Contract Plan is now listed on the HMRC ROPS website This is a contract based pension, rather …
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 …
The Importance of Becoming “Financially Well Organised”
The Importance of Becoming “Financially Well Organised” Being Legal, Smart, & Prepared Death and taxes are guaranteed. The importance of being “Financially Well Organised” cannot be overstated. It will save …