The Corporate Regulator in Australia announced, in a judgement on 6th Feb 2024, that Brite Advisors Pty Ltd was to be put into liquidation. (More to follow when we have …
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Final Salary Pension Transfer Critical Advice
What does it mean for a pension member of a final salary pension scheme to receive a positive recommendation and why has the UK regulator, the Financial Conduct Authority, deemed …
Spanish Wealth Tax- UK pensions
Have you heard the latest offshore IFA grift warning people about how a British pension is now subject to Spanish Wealth Tax post-Brexit? Not only that, the advice to avoid …
QROPS- Restrictions on transfers from November 30th 2021
QROPS transfers are mentioned in the conclusions of the DWP into Occupational and Personal Pensions that was published yesterday afternoon. QROPS- Residency Requirements I would like to bring your attention to paragraph …
Pension Increase Exchange-Beware the allure
A Pension Increase Exchange is a popular option for many that have accrued benefits in a final salary pension scheme. However, there are implications for the Lifetime Allowance (something we …
British Citizens Retiring in the EU
Since Brexit the subject of British citizens retiring in the EU, and the new hoops they have to jump through as they are no longer EU citizens, has been a …
Offshore Insurance Bonds Tax Position
Understanding the offshore insurance bonds tax position in the country where you are resident is very important. The offshore insurance bonds tax position is often compared to those benefits received …
Pension Scam Predictor
A useful pension scam predictor has been launched by an organisation called Help and Advice. Many people with UK pensions have fallen victim to a pension scam and this step …
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 …
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 …