Any parent with a young daughter will know all about the animated film and all the accessories for sale that appear on Christmas lists and birthday lists. However, the word …
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How offshore advisers use regulatory wording to deceive you!
The Oxford English Dictionary defines the adverb “Fully” as “ Completely or Entirely, to the Fullest Extent’’ Expat advisers and offshore advice firms often use the word “fully” to reinforce …
Did you know that most UK pension death taxes were removed?
This is the latest update on the removal of death taxes, with improved access to pension funds upon death. No more 55% “death” tax, or indeed any UK tax in …
What are the best UK pension options for USA residents?
Let’s start by saying we do not recommend a move to a QROPS for a current USA tax resident. That is to say, if you have transferred to a QROPS …
Avoid high charged offshore regular savings plans and be healthy
Why are offshore regular savings plans so disastrous for most clients? If you are, or thinking about, saving regular amounts, typically monthly, then how can you avoid a sensible idea …
Overseas, how do you obtain best advice?
1. Which adviser? The internet is full of financial advisers offering transfer advice to those that have UK pension schemes. Many advisers claim to be QROPS or UK Pension Transfer …
What death taxes are due on pension funds since 2015?
As Benjamin Franklin once wrote “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except …
QROPS funds : Expatriates can avoid high charges
The same QROPS funds cost different amounts in different parts of the world. The difference can be some QROPS funds overseas have charges 100% more than in countries such as …
Expat pensions – QROPS, Sipps and death taxes explained
This is the latest update on the removal of death taxes, with improved access to expat pensions upon death. No more 55% “death” tax, or indeed any UK tax in …
US residents – UK pensions and QROPS (Part 2)
This is the second in a series about what would be the best option for US residents who have a UK pension and are considering a QROPS. First article – …