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 …
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 …
Don’t just do something- Stand there!
A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why am I paying you to tell …
Expats, Residency and Schengen
For those people who currently live in the Schengen Zone within the EU, but still have close connections with the UK, then Brexit could throw up a googly! This is …
Pension Transfers and Triage
Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
Freedom and Choice in Pensions and Pensions Advice
We are now 3 years on from the consultation – Freedom and Choice in Pensions but many have not been taking pensions advice Much has been made about the amount …
QROPS in Spain- Do they Make Sense?
QROPS in Spain -Many expats have taken advice and established a QROPS while in Spain. Some may have made a profit since the transfer but we suspect many thousands have …
Investment Review July 2018
July Newsletter 2018 Economic Update and Investment Review The second quarter of 2018, similar to the first, was filled with news that we would like to call surprising but should …
Insurance Bonds in the US Debacle
We are following up on our previous blogs about US residents with British pension schemes and our consideration of USA tax on QROPS . The fact is that a product has been …
USA Tax On QROPS
Further to our last blog about QROPS in the USA, we would like to talks about the potential consequences of USA tax on QROPS. Many having been persuaded of the …
SEC reaches a settlement with company advising US residents with British Pension Schemes
US residents with British pension schemes paid hidden charges! The SEC has reached a settlement with a company advising US residents with British Pension schemes to transfer to QROPS in …
Avoiding Unnecessary Tax On Pension Income
Pension Income 1. You can ensure that you do not pay unnecessary taxes on pension income by the completion of a few simple forms. 2. You should not be concerned …
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