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Five tips to consider when using an overseas pension

Five tips to consider when using an overseas pension...Lock icon

Given the recent dramatic changes to rules governing overseas pension transfers, Martin Hall, the director of Isle of Man-based pension provider Optimus, gives his tips on what to consider when using an international pension scheme.

Published : 28, Apr 2017
How to get 7% returns using Schroders’ maximiser range

How to get 7% returns using Schroders’ maximiser...Lock icon

Amar Patel, a fund manager at Schroders, talks about the importance of value investing and how it can be used in retirement planning.

Published : 28, Apr 2017
Uncertainty reigns as non-dom changes dropped at ‘11th hour’

Uncertainty reigns as non-dom changes dropped...Lock icon

UK taxpayers will now face a period of uncertainty after new non-domicile rules and inheritance tax changes to UK residential properties were dropped from the Finance Bill at the last minute, according to industry experts.

Published : 27, Apr 2017
UAE to push ahead with major life industry overhaul

UAE to push ahead with major life industry overhaul...Lock icon

The main regulator of life companies in the UAE has confirmed it will go ahead with a ban on indemnity commissions, limits to fees and charges on industry products and tighter rules on financial advisers.

Published : 27, Apr 2017
Top challenges facing advisers in the UAE

Top challenges facing advisers in the UAELock icon

Advisers working in the Middle East can no longer afford to be a “one-trick pony”, says Phil Story, SEO and head of distribution for EMEA at Investors Trust Assurance, as he urges them to focus on “holistic financial planning” to boost their income stream.

Published : 27, Apr 2017
Qrops ‘fire sale’ averted as reforms survive Finance Bill cull

Qrops ‘fire sale’ averted as reforms survive Finance...Lock icon

Reforms overhauling overseas pension transfers may have survived the UK government’s wide-ranging cull of the Finance Bill in a bid to avoid a “fire sale” of Qrops, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.

Published : 26, Apr 2017
Newcastle and West Ham raided in HMRC tax fraud probe

Newcastle and West Ham raided in HMRC tax fraud...Lock icon

HM Revenue & Customs has raided football clubs Newcastle and West Ham and locations in France following investigations into tax fraud.

Published : 26, Apr 2017
UK election puts £1,500 pension advice allowance on hold

UK election puts £1,500 pension advice allowance...Lock icon

The UK has pushed back the introduction of the pension advice allowance as the government announces further delays to key tax changes ahead of the snap election on 8 June.

Published : 26, Apr 2017
Zurich on how to become a millionaire by 65

Zurich on how to become a millionaire by 65Lock icon

Starting early with pension saving and using the benefits of compound interest is one of the best ways to ensure you become a millionaire by 65, says Amrita Seth, head of marketing at Zurich International Life.

Published : 26, Apr 2017
UK delays non-dom and IHT reforms in shock election move

UK delays non-dom and IHT reforms in shock election...Lock icon

The UK government has delayed the introduction of long-awaited changes to the rules governing non-UK domiciles, which were set to go live earlier this month.

Published : 25, Apr 2017
Five UK tax changes postponed by the snap election

Five UK tax changes postponed by the snap election...Lock icon

UK chancellor Philip Hammond has put on hold some significant changes relating to IHT, deemed domicile rules, and life insurance policies due to the snap election in June, that will impact the international advice market.

Published : 25, Apr 2017
ANALYSIS: All stars aligned for European equities

ANALYSIS: All stars aligned for European equities...Lock icon

The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.

Published : 25, Apr 2017
PEOPLE MOVES: Momentum UK, Russell Investments, Hermes

PEOPLE MOVES: Momentum UK, Russell Investments,...Lock icon

Industry veteran Peter Mann has reappeared at Momentum UK, while Russell Investments is banking on an ex-BlackRock man to head up its Europe, Middle East and Africa region. Hermes has named a head of fixed income.

Published : 25, Apr 2017
UK ombudsman blasts Sipp transfer into Ukrainian property fund

UK ombudsman blasts Sipp transfer into Ukrainian...Lock icon

A UK investment firm provided a client with “unsuitable advice” after recommending he invest nearly £50,000 (€58,937, $63,995) of his savings in an unregulated Ukrainian property scheme that later ran into trouble.

Published : 25, Apr 2017
How the Qrops levy will impact UAE pension planning

How the Qrops levy will impact UAE pension planning...Lock icon

Old Mutual Wealth’s David Denton talks about how the shock 25% Qrops charge imposed by the UK last month will affect retirement planning in the UAE.

Published : 24, Apr 2017
Standard Life Aberdeen powerhouse eyes US market for expansion

Standard Life Aberdeen powerhouse eyes US market...Lock icon

A serious push into the US market is a key strategic target for the merged Standard Life and Aberdeen Asset Management group, according to Aberdeen’s global head of distribution.

Published : 24, Apr 2017
Five UK Budget proposals at risk from the snap election

Five UK Budget proposals at risk from the snap...Lock icon

British prime minister Theresa May has called a snap election on 8 June, a decision which may have a knock-on effect on some of the new measures announced in the Spring Budget last month. Here’s a list of proposals which could either be rushed through or delayed as the UK prepares to go to the polls.

Published : 24, Apr 2017
MacDonald on Architas’ use of 'high conviction' funds

MacDonald on Architas’ use of 'high conviction'...Lock icon

Cautious on equities and fixed income, Sheldon MacDonald prefers funds with high conviction, as he seeks stability over the long term rather than quick gains on the upside.

Published : 24, Apr 2017
Qrops cull expected in shock second suspension of UK list

Qrops cull expected in shock second suspension...Lock icon

HM Revenue & Customs is to temporarily suspend its list of qualifying recognised overseas pension schemes (Qrops) for a second time on 2 June, signalling a further cull amid a drastic overhaul of overseas pension transfers.

Published : 21, Apr 2017
PEOPLE MOVES: Citi, Guardian Wealth, Brewin Dolphin

PEOPLE MOVES: Citi, Guardian Wealth, Brewin Dolphin...Lock icon

Citi Private Bank has named two heads of investment for Asia Pacific, with GWM Investment Management adding a senior wealth manager in London. Brewin Dolphin’s Jersey office has a new head.

Published : 21, Apr 2017

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Five UK tax changes postponed by the snap election
Five UK tax changes postponed...Lock icon

UK chancellor Philip Hammond has put on hold some significant...

UAE to push ahead with major life industry overhaul
UAE to push ahead with...Lock icon

The main regulator of life companies in the UAE has...

Qrops ‘fire sale’ averted as reforms survive Finance Bill cull
Qrops ‘fire sale’ averted...Lock icon

Reforms overhauling overseas pension transfers may...

UK delays non-dom and IHT reforms in shock election move
UK delays non-dom and...Lock icon

The UK government has delayed the introduction of long-awaited...

How the Qrops levy will impact UAE pension planning
How the Qrops levy will...Lock icon

Old Mutual Wealth’s David Denton talks about how the...

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