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How to maximise pension benefits with Qrops - Boal & Co

How to maximise pension benefits with Qrops -...

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.

Published : 13, Jun 2016
AES picks Xplan software to automate its business

AES picks Xplan software to automate its business...

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.

Published : 26, May 2016
Technical briefing: Catching a wave

Technical briefing: Catching a wave

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.

Published : 20, Apr 2016
Technical briefing: Making sense of tax breaks

Technical briefing: Making sense of tax breaks...

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.

Published : 15, Feb 2016
Roller coaster 2016 for financial advisers

Roller coaster 2016 for financial advisers

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.

Published : 7, Jan 2016
Retirement trends: The Twelve Days of Pensions

Retirement trends: The Twelve Days of Pensions...

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.

Published : 16, Dec 2015
Expert guide to UK pension transfers overseas

Expert guide to UK pension transfers overseas

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.

Published : 19, Nov 2015
EU succession regulation moves beyond borders

EU succession regulation moves beyond borders

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.

Published : 27, Oct 2015
Technical briefing: The generation game

Technical briefing: The generation game

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.

Published : 9, Sep 2015
Global reach, local touch – Platform view with Ardan International

Global reach, local touch – Platform view with...

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.

A common goal - RL360° talks through the Common Reporting Standard

A common goal - RL360° talks through the Common...

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.

Published : 10, Apr 2015
The bare necessities

The bare necessities

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.

Published : 7, Aug 2014
Gibraltar introduces qualifying non UK pension

Gibraltar introduces qualifying non UK pension...

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.

Published : 28, Jul 2014
Could UK expats miss out on freedom of choice

Could UK expats miss out on freedom of choice

Brooklands Pensions Mark Sanderson asks whether all of your UK expatriate clients will be able to make the most of the new pension flexibility.

Published : 24, Jul 2014
For richer for poorer

For richer for poorer

A recent divorce ruling means many more individuals than was previously thought will require IHT planning advice, says Gerry Brown, technical manager at Prudential.

Published : 8, Jul 2014
Opportunities following the Budget

Opportunities following the Budget

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.

Published : 25, Jun 2014
Home improvements Life trends with Canada Life

Home improvements Life trends with Canada Life...

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.

Published : 4, Jun 2014
Up to speed on pensions

Up to speed on pensions

The recent radical overhaul of pensions means phased retirement strategies will be more important than ever.

Published : 2, Jun 2014
HMRC tax bashing the middle classes

HMRC tax bashing the middle classes

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.

Published : 22, May 2014
Pension liberation and massive tax traps

Pension liberation and massive tax traps

The UK Budget 2014 saw huge changes in pensions, which on the face of it offer greater freedom to do what clients want with their retirement funds. Gary Boal sets out his reasons why QROPS remain attractive.

Published : 19, May 2014

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Malta the ‘big winner’ of UK’s extensive Rops reforms
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St James' Place doubles adviser numbers in Asia
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Director of collapsed IFA firm banned after £4m goes missing
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The director of a bankrupt UK-based IFA firm, who also...

South Africa considering tax changes to offshore pension funds
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