QROPS
Investment portfolios can become unbalanced due to the different elements performing at differing rates of growth.
With the new rules in place, there are several issues that need to be considered.
The recent UK budget has changed QROPS transfer rules and their tax treatment. Overseas Transfer Charge (OTC) of 25% now applies to EU/EEA countries too.
When considering an overseas pension transfer, it’s important to know that not all pension funds qualify as Recognized Overseas Pension Schemes (QROPS).
Comparing pension schemes in the UK and Spain: how do the two systems differ?
Full transparency on fees and charges is a requirement for all parties involved in pension transfers.
There have been additional changes to the rules concerning the Lifetime Allowance.
How to draft a pension investment strategy in uncertain times
When making changes in life, you should also consider updating your pension plan.
A focus on retirement planning for the New Year.
Divorce can be a challenging process, even under the best circumstances.
The Pensions Regulator's guidance notes on QROPS transfers are welcome.
New pension transfer regulation will help combat pension scams.
No one anticipated the removal of the LTA in the Budget, despite the rumours that had been circulating.
Search the web for pressure groups and sign up for social media sites which are trying to take action against the wrong-doers.
Unfortunately, it can leave a trail of destruction in its wake.
Unfortunately, problems caused by nuisance calls are more widespread than ever before!
I’ve been scratching my head and trying to think of the benefits of the new UK tax on pension transfers...
From time to time, you may decide to upgrade your possessions; why not modernize your pensions...
European pensions: people are always on the move, especially in retirement.
Expatriates planning to retire outside the United Kingdom will likely make most of their purchases in a currency other than British pounds.
Both QROPS and the Lifetime Allowance should be considered by those seeking to transfer large UK pensions abroad. LTA protection is available.
QROPS in Ireland are proving to be the ideal solution for British expats seeking to access their UK pension plans early..
The use of QROPS in Ireland as a vehicle for the transfer of UK pensions for returning Irish expats is becoming increasingly popular...
QROPS in the Netherlands: QROPS are increasingly becoming the pension planning vehicle of choice for British expatriates...
QROPS in France: On retiring to France, if you decide to exercise your right to transfer your UK pension...
Before moving, it's important to compare the cost of living in France with that in the UK.