After the collapse of one of Europe’s biggest pension transfer facilitators, Continental Wealth Management (CWN), an Alicante-based advisory firm who reportedly operated through German-based Trafalgar international, Spanish lawyers have advised …
TOP STORIES
International SIPP versus SIPP review
When is an SIPP not a SIPP ? – The International SIPP and Offshore SIPP explained The term SIPP has become synonymous with a UK pension in “offshore speak”, but …
The 18th International Fund & Product Awards 2017 Finalists
The International Fund and Products, Best Practice Awards 2017 are to be announced on 5th October at the exclusive Millennium Mayfair, London. This was the 18th annual awards and had, by all …
EU new tax avoidance law – review
EU new tax avoidance law targets Cayman, offshore and Channel Island schemes With BREXIT it is always worth noting new laws such as the EU new tax avoidance law which …
April 2017 Investment Returns
Investment report – April 2017 Portfolio April 2017 Investment Returns have been good. This article examines why this has been, where we currently are, and the considerations for the coming …
International Adviser Best Practice Adviser Award 2017
The Old Mutual International International Fund & Product awards revealed the International Adviser Best Practice Adviser Award 2017 results on 3rd May at the prestigious Four Seasons Hotel on Park Lane in …
Lifetime Allowance Charge at 75
The Lifetime Allowance charge is applied at certain Benefit Crystallisation Events, covered here , and understanding this is key to ensuring less tax is paid. The Lifetime Allowance charge actually affects …
Qualified Adviser for QROPS
Finding a qualified adviser for QROPS should be a straightforward matter but there are so many titles and qualifications (of which many are relevant) that it is hard for the …
Channel Islands Financial Ombudsman
The Financial Ombudsman in any jurisdiction, such as those governing Guernsey QROPS, gives those that have taken advice from a regulated entity in that jurisdiction some comeback in the event …
7 Must-read tips about avoiding Unqualified QROPS Advisers
We are delighted that Simon Birch of Currency Solutions agrees with our previous posts about being wary of unqualified QROPS advisers and has written a great consolidated update – Links …