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 …
Malta QROPS investments
Malta QROPS investments have found themselves in the headlines recently , and it is clear that this is causing confusion among advisers, regulated or otherwise. Malta QROPS investments- The Changes The …
Pension Facts Or Fake News
Nowadays we are bombarded by facts and opinions as media has now evolved from traditional sources, such as newspapers, to instant online news and “information / advice”. However, the authenticity …
Human failure – behavioural psychology and investing in Cryptocurrency
What makes us all invest stupidly? Behavioural psychology! ……..Now what about Cyptocurrency? I accept the headline is a bit strong but how is it that so many people allow themselves …
IRS Announces End to Overseas Voluntary Disclosure Program
Overseas Voluntary Disclosure Program update Last Wednesday, 14th March the IRS announced that the Offshore Voluntary Disclosure Program (OVDP) will end on 28th September 2018, and be reduced with immediate …
Portugal and the Non-Habitual Residency Rule
We have started to receive enquiries about the Non-Habitual Residency rule in Portugal. In most jurisdictions the issue of tax residency is simply a case of “resident or non-resident” and …
British Expat Moving Abroad- Pension Contributions
A British expat query, from those that have contributed to pension schemes in the UK, is often about the possibility of continuing to contribute to UK pensions while outside the …
Investment Review March 2018
Brian Dunhill publishes his latest Investment Review Brian is an International Financial Advisor at Dunhill Financial who operates in the EU offering expert advice to US citizens. Below he pens …
Financial Advice or Financial Products?
Last week our company met with an EU regulator as part of a set-up process, where they raised the question of how Financial Advice could be delivered and what type …
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