Expat Investment Advice - Expat Financial Advice
If you're an expat working outside of the UK, for a short period of time or on a more permanent basis, and looking for high quality, UK standard, expat investment advice and or expat financial advice, contact us today to understand how we can...
Fee based QROPS advice
Change QROPS Adviser – New Adviser for QROPS – Transfer QROPS Adviser
22
Jun
Want to improve the performance of your QROPS? Got a QROPS but no longer in contact with your original adviser?
If you want to change QROPS adviser or have a QROPS and you're not happy with the performance of your QROPS, speak to us.
Looking to reduce QROPS charges? As UK...
Can You Transfer A UK Pension To Canada? Read On to Understand Your Options
01
Jun
Can You Transfer A UK Pension to Canada?
Transferring UK pensions to Canada has been a popular financial planning exercise for a significant number of ex-UK residents now living in Canada. The transfer of choice has either been to a Canadian QROPS (Qualifying Recognised Overseas Pension Scheme), now called a Canadian...
Low Tax QROPS Jurisdiction – Reduce Tax on QROPS
31
May
Who likes paying lots of tax? Not many people, least of all retirees! Did you know that there is a very pleasant part of the EU where you can cash in the whole of your QROPS or SIPP in one lump sum and pay only 5% in tax? If you'd...
Fee Based QROPS Advice | Independent QROPS Advice | Chartered Financial Adviser |
09
Mar
If you're looking for expert independent QROPS advice on moving a UK pension, we can help. As Chartered Financial Planners and Chartered Investment Advisers we offer our clients, fee based (non commission based) expert advice on transferring their UK pensions - whether that be to a QROPS or SIPP. We're...
Diversification Benefit. What Is It and Why Should Your Portfolio Have it?
09
Mar
By Russell Hammond APFS MSCI
So, you've heard about diversification but what's this about Diversification Benefit? Well, read on to find out why your portfolio should have it and why you (your adviser) should be monitoring it.
So, Diversification Benefit is calculated on current portfolio holdings and is an indication to what...
Sovereign, QROPS Review – Read this Before You Buy
15
Dec
The Sovereign Group are a well established, and well-respected, group of companies that specialise in setting up and managing company formations, trusts, pensions (QROPS), insurance and other structures. With the first Sovereign office opened in Gibraltar in 1987, Sovereign has continued to grow and is now one of the largest independent trust...