UK pension changes can cause delays that will result in financial stress for beneficiaries and, in some cases, avoidable tax charges.
Chris Lean
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.
Isle of Man Insurance Bonds Sold in the EU Could Be Illegal
Insurance bonds from the Isle of Man and Channel Islands are often sold illegally to expats in the EU. They don’t offer promised tax benefits and lack EU consumer protections. If you have one, get it reviewed by a qualified adviser.
US Bonds and Markets Decline Simultaneously
The simultaneous decline in U.S. stock market and bond values in April 2025 is a rare and complex phenomenon, primarily driven by the announcement of sweeping U.S. tariffs and their broader economic implications.
Inheriting a UK Pension As a Non-UK Resident
Inheriting a UK pension as a non-UK resident can be complex. UK pension rules and restrictions can leave expats confused and alone. It is always worth consulting advisers with the relevant experience and licences.
Semiconductor Industry: Driving Force Behind Modern Technology
The semiconductor industry has the potential for significant growth for investors. Learn a little about this digital essential.
Spring Cleaning Your Investment Portfolio
Spring-cleaning your investment portfolio involves a thorough review and reorganisation of your investments to ensure they still align with your financial goals, risk tolerance, and the current economic environment.
Who Wins in a Trade War?
In a trade war, there are rarely clear “winners” in the traditional sense. Instead, the outcomes are often complex and can have negative consequences for all parties involved, including businesses, consumers, and economies.