On the 9th of October last year I posted an article about the potential legal issues faced by UK pension and insurance firms post Brexit in regard to their ability to carry on servicing their clients based in the EU. One such issue was specifica
In the Spring Budget of 2017 new legislation was introduced to effectively lower the appeal of transferring a UK sited pension scheme into a QROPS. A brief recap of the key point of that legislation is that a transfer to a QROPS would incur a 25
The Citizens Advice Bureau is often approached by individuals that have had negative experiences when it comes to investing for various reasons. Many come with complaints that their investment seems to be riskier than they expected or that the r
Once again the headlines are filled with the news of another final salary pension scheme folding and being taken over by the pension protection fund (PPF). Approximately 28,000 members of Carillion’s 13 UK pension schemes will now see their be
Nicky Morgan, the chair of the Treasury Committee has issued a warning to Chancellor Philip Hammond in a letter she wrote to him regarding Britain’s exit negotiations with the EU. The Treasury Committee is an influential Parliamentary committe
Author Christopher Pickering.
On the 6th of April 2006 a single pension tax regime was introduced in the UK which replaced the previous eight regimes. This specific day is now known as A-Day and the new regime which is still in place today is kn
Author: Christopher Pickering.
New inheritance tax (IHT) rules, which have been implemented in the region of Andalucia in January of 2017, now mean that many people will no longer face a potentially hefty tax bill. The new rules apply specifical
UK Chancellor Philip Hammond’s’ Spring Budget which was announced earlier in the month included much with regards to current QROPS (Qualifying Recognised Overseas Pension Scheme) legislation. According to the Financial Times the new prop
‘Common Reporting Standards’ (CRS) which was created by the ‘Organisation for Economic Cooperation and Development’ (OECD) relates to the automatic exchange of information from ‘Reportable Accounts’ between the jurisdictions which ha
On the 8th of July 2015 I published an article on the Citizens Advice Bureau Spain’s website entitled ‘The Truth About Final Salary Pensions’. This article is still available to view on the website and I strongly advise any current or defe
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