Pension Income 1. You can ensure that you do not pay unnecessary taxes on pension income by the completion of a few simple forms. 2. You should not be concerned …
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Portugal Non-Habitual Residency | Pension Advice
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 …
Pension Annuities
As annuity rates have been low for some time, are pension annuities as bad as some non-UK advice firms suggest? We regularly see the reasons for recommending a transfer from …
Final Salary Pension Sign Offs
Are final salary pension sign offs actually advice about pensions or just sign offs? There is a difference. The Chartered Insurance Institute ( CII ) has recently issued all its members …
UAE – SIPPs and QROPS
UAE – SIPPs and QROPS has become a key search term on websites and we thought we would look into this in more detail. We undertook a little bit of …
SIPP Planner of the Year
SIPP Planner of the Year Award John Reid of Aisa Professional won the prestigious SIPP Planner of the Year Award 2017 at the Financial Planner of the Year Awards …
Final Salary Pension Advice- Expats Part 2
I recently wrote a blog called Final Salary Pension Advice , raising concerns that some expats (or perhaps many) obtain final salary pension advice without actually speaking to a UK adviser. …
Final Salary Pension Advice- Expats
When you consider the best options for your final salary pension advice, would you: Transfer your final salary pension without taking regulated advice? Transfer your final salary pension by allowing someone …