News & Resources

New pension transfer regulation will help combat pension scams.

Mobile pensions are in vogue!

No one anticipated the removal of the LTA in the Budget, despite the rumours that had been circulating.

Mobile employee pension benefits for overseas workers.

Investors have a wider choice of options than ever before.

Market uncertainty increase demand for low risk investments.

The much despised Wealth Tax in Andalucia has been eliminated following Juanma Moreno’s recent election victory...

Few things are more annoying than discovering hidden investment fees!

The evolution of sustainable investments.

The appeal of a 'non-resident SIPP,' also referred to as an International SIPP.

The quest for transparency!

The principles of investment planning.

The importance of cash management in financial planning.

Learn how to restructure your investments tax-efficiently.

Increased speculation on how to balance the books!

There are incentive programmes to retire in Italy.

Tax-efficient investments for expats in Portugal.

The provision of cross-border financial services hits a roadblock.

The challenge of forecasting the future of QROPS.

The need for clarity on QROPS Overseas Transfer Charge exemptions.

Assets held in a Malta QROPS are beyond the reach of British courts in the event of a separation or divorce.

Testing times for DB pension scheme funding levels.

The process of minimising inheritance tax exposure for heirs can be particularly difficult for foreign residents whose cross-border situation is likely to give them additional tax planning headaches.

Tax planning solutions for expats in Spain.

Seek qualified and regulated advisers!

Forewarned is forearmed!

The answer depends on how pension legislation evolves in the wake of the upcoming UK and EU trade negotiations.

UK advisers inform their clients that they will no longer be able to deal with them.

Taking advantage of local and international tax-efficient investment plans.

Financial planning issues relating to Brexit and EU residency