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 …
TOP STORIES
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 …
Three-month defined benefit pension transfer freeze
On Friday 27th March, The Pensions Regulator announced an effective three-month defined benefit pension transfer freeze, referred to in this article. Multiple reasons have been given. It allows trustees more …
Coronavirus Investment Strategy
In light of recent events, our Investment Team have devised a Coronavirus Investment Strategy. Our Coronavirus Investment Strategy as of March 25th, 2020: Since the 10th March, the systematic shutdown …
Retiring in Portugal
Retiring in Portugal has been very attractive for expats that wanted to make use of the non-habitual residency rule (NHR) . To date, foreign pensions that are payable to non-habitual …
Best Country To Retire?
Which is the best country to retire to? Brexit has thrown open discussions about how those who are retired and living in the EU will be affected, for those thinking …
UK Pensions
While there are many things to arrange when moving abroad, UK pensions are probably not high on the list of things to review. However, this does not mean that offshore …
Moving to Spain
Whatever happens with Brexit, there will still be a lot of Brits that will consider moving to Spain. People moving abroad to Spain will invariably get contacted by an offshore …
How Much Do I Need To Retire ?
If you are approaching retirement then a key question is ‘How much do I need to retire and for how long will it last?’. The latter part of the question …
DeVere Group has agreed to sell its South Africa business
Update 20th December 2019 Since posting this blog, Moneyweb in South Africa have published an update on the story. While we cannot comment on the contents, it does reinforce the …
Offshore Insurance Bonds- Spain
Offshore insurance bonds have been one of the most widely sold investment wrappers sold , predominately, to British expats as being a tax …