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Boal & Co

Fully flexible QROPS to lose IHT-exemption

Industry | 21 Jan 15

Fully flexible QROPS to lose IHT-exemption

QROPS which embrace HMRCs full flexibility proposals will not qualify for inheritance tax-exemption because of an omission by the Revenue, a leading provider of the schemes has said.

Paul Forman joins Momentum as UK sales head

People Moves | 19 Dec 14

Paul Forman joins Momentum as UK sales head

Momentum Pensions Group has hired Paul Forman as head of sales for the UK.

Unbounded QROPS withdrawal much ado

Retirement | 8 Oct 14

Unbounded QROPS withdrawal much ado

A Government consultation on granting QROPS a 100% withdrawal allowance has been labelled “much ado about nothing” by a leading figure in the international pensions industry.

Boal Co named Zurichs trustee provider of choice

United Kingdom | 11 Jun 14

Boal Co named Zurichs trustee provider of choice

Boal & Co has become Zurich International Lifes new trustee provider of choice, meaning the Isle of Man-based Pension Trustee will become Zurich’s recommendation for customers looking to set up a corporate pension plan.

trevor smith to head boal and co asia op

People Moves | 3 Jan 14

trevor smith to head boal and co asia op

Isle of Man-based Boal & Co has recruited Trevor Smith from Standard Life to a new position of regional director for Asia.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.