Internet finance sites make claims. In regulated territories claims have to be substantiated and words have to be chosen carefully, whereas offshore the same powerful words are often utilised without …
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Budget 2015
Following the Chancellor’s Budget on 8th July , we have provided a helpful summary of the main headlines below which may be of interest to you: Tax-free Personal Allowance – …
Recognised overseas pension schemes
QROPS have been on the radar of HMRC and the Pensions Regulator in the UK due to multiple “unlocking” schemes designed to allow access to funds whilst theoretically avoiding tax; …
QROPS advice Retirement Planner Awards
QROPS advice was the theme of our entry into the Retirement Planner Awards in June 2015. On Wednesday I had the pleasure of attending this year’s Retirement Planner Awards at …
Clarity from the Confusion – Pension Transfers
Since the new Pension Freedoms have been introduced there has been considerable confusion among the public, advisers and pension providers (the pension schemes themselves) about pension transfers. Pension Transfers-Who can …
Massive Offshore Savings Plan Rip Off
Imagine you are in a job where your pay is driven by the length of the contract the customer signs. Simply, you need to convince the customer, we will call …
New Zealand QROPS pensions – do they stack up for those not living there?
Maybe I am just missing something, but I can still see (2015) offshore advice firms suggesting New Zealand QROPS pensions are really suitable for those not retiring in New Zealand …
“You’re Gonna Carry That Weight A Long Time”
Familiar with the Beatles? Well this song title on the 1969 Abbey Road album is a perfect analogy of the burden of investing into a pension via a custodian wrapper …
IRS compliant QROPS for US residents
IRS compliant QROPS – Three Letter Abbreviations (TLA) are used by some advisers to confuse the consumer; here are some examples, DTAs, IRS, SIPP, ROPs make it appear that they …
Hidden offshore charges expats should avoid
Hidden offshore charges damage returns. This article will save expatriates thousands, help you avoid high hidden offshore charges, and increase your investment returns. Before we discuss the hidden offshore charges …