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 …
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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 …
Abridged Advice
The long awaited FCA policy document for Abridged advice was released on 5th June. This is effective from 1st October 2020. Abridged Advice and Contingent Fees From that date, the …
First British Financial Advisers To Join EFPA (CZ)
EFPA News- Aisa Group continue to advance their qualifications in mainland Europe, in line with their commitment to their network members and clients. After obtaining securities qualifications in Cyprus, key …
Saving For Retirement
While saving for retirement is essential, we understand why it may be low on the list of things for you to think about. However, we want to give you something …
Are Offshore Bonds a tax-effective way to invest?
A couple of years ago, we discussed the merits of offshore bonds in an article for International Adviser that was used as its Continued Professional Development Corner. We think it …
Surviving Covid-19 as an Investment or Adviser firm or network
Surviving Covid-19 on a personal level is, of course, paramount to everyone in terms of health but soon attention will swap to surviving financially. Whilst, for all our national economies …
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 …