Will your UK pension be taxed at 40% or 25% or nothing upon inheritance? Is a QROPS the answer for everyone? Our expert helps you plan for the 2027 rule changes.
Chris Lean
British Expats Face Key Pension Rulings and Advice Risks
British expats need careful planning, professional guidance, and a clear understanding of the limits of tax treaties and consumer protections to avoid costly mistakes.
When Investing in a Sure Bet Goes Wrong
When investing, long-term success involves balancing risk avoidance (not losing it all) with opportunity, ideally with professional, regulated advice. You may come across that ‘sure bet’: a once in a lifetime opportunity. Be very careful: not all offers are trustworthy.
As an Expat, Can I Use My Financial Adviser from Home?
As an expat, you need advice from a qualified local financial adviser, who knows the tax systems and regulations of where you live now.
Ten Reasons to Take Out Life Insurance
There are many reasons to take out life insurance. many are overlooked. We look at a few ways that life insurance can protect families, businesses and inheritance.
How Much Inheritance Tax is Paid On a UK Pension?
Now would be a good time to see how the new Inheritance Tax rules will affect those (including expats) with UK pension funds and what can be done to plan for or mitigate the effects of the changes.
Do UK Pension Changes Require That I Have a Will in Place?
UK pension changes can cause delays that will result in financial stress for beneficiaries and, in some cases, avoidable tax charges.
Who is Best Able to Advise on UK Pensions in the Czech Republic?
If you’re based in the Czech Republic and hold a UK pension—particularly if you have defined contribution or defined benefit schemes, SIPPs, SSAS, or are planning a UK pension transfer—then one firm stands out as uniquely qualified to support you.
How Much Money Will I Need in Retirement?
Learn how to start determining how much money you’ll need in retirement to maintain your current lifestyle.
Top 100 Most Influential Includes Aisa and OpesFidelio
In international financial services there are some big names, big characters and long-standing influential industry people. Leaders of Aisa Wealth & Investment Management, Aisa International, and OpesFidelio are on this list.
Cayman Funds: Investing as an EU Resident
Cayman funds may offer attractive tax benefits, but EU residents may face hurdles and even legal complications.
AWIM Expands International Service
Aisa Wealth & Investment Management Expands Its Capabilities with a New International Wealth Management Service. One of the first services to launch is a US-connected investment portfolio, specifically designed for clients with US tax reporting obligations.