Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.
AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.
Solvency II is making a splash in Europe, with EU-based insurers riding the latest wave of regulation. Only time will tell how its arrival in the EU will impact life insurance companies.
There will be winners and losers as a new £5,000 dividend allowance is introduced from April and advisers should review wrappers and seek fresh solutions to ensure investors make most of the new tax break.
Following a year packed with change, announcements, and consultations, Canada Life International's Neil Jones gives his view on what to expect on the tax and investment front in 2016.
Embracing the festive season, Fidelity International presents to you “The Twelve Days of Pensions 2015”, outlining key retirement trends gleaned from customers calling its contact centre between July and November 2015.
Darion Pohl, chief executive of Prism Xpat provides an expert view on the factors an adviser needs to take into account when considering a defined-benefit pension transfer to a recognised overseas pension scheme for a UK retiree planning to retire overseas.
Intended to simplify succession law throughout the EU, legislation known as ‘Brussels IV’ now applies to the estates of deceased people in most EU countries.
The chancellor’s introduction of a £1m nil-rate band for inheritance tax announced in this year's Summer Budget may not be as generous as it first appears.
The arrival of more international platforms will only benefit advisers and wealth managers if they are flexible enough to operate in the local jurisdictions relevant to the client.
The Common Reporting Standard is the latest building block of regulation in the march towards a global automatic exchange of information, and financial institutions must get to grips with it.
Careful legacy planning to secure assets for future generations while minimising inheritance tax liabilities allows clients the ability to distribute their wealth as they wish after death, says Karen Barretto, head of technical services at IOMA.
The Gibraltar Government has recently enacted changes to its tax law to enable qualifying non UK pension schemes (QNUPS) to be established in Gibraltar. Lynette Chaudhary international tax manager at STM Fidecs, explores what a QNUPS is and what it means for Gibraltar.
Brooklands Pensions Mark Sanderson asks whether all of your UK expatriate clients will be able to make the most of the new pension flexibility.
A recent divorce ruling means many more individuals than was previously thought will require IHT planning advice, says Gerry Brown, technical manager at Prudential.
Now that the dust has settled following the UK Chancellors 2014 Budget Announcement, it's time to take a look at the opportunities available to International Advisers and their clients with UK pension schemes.
Sean Christian, managing director of Canada Life International, explains how the company launched its Dublin-based solution to maintain a clear strategic focus on the core UK market.
The recent radical overhaul of pensions means phased retirement strategies will be more important than ever.
Mike Down, head of tax risk and investigation management group at Baker Tilly, says HMRCs aggressive tax penalty structure is victimising the British middle classes. Here he discusses what the future could hold for the body which has been so heavily criticised in recent month.
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Australia-headquartered platform provider Praemium...