Facing retirement without full control over your assets is a very real risk. For expats and affluent families with...
Retirement
US Retirees: Would a Non-Independent Fed Affect You?
US retirees ask: Would the Federal Reserve losing independence affect savers with US investments and retirement accounts?
Strategy, Ethics, and the Future of Advice: Exclusive Interview with CIO Chris Lean
Aisa’s Chief Investment Officer reveals how to build resilient portfolios, navigate inflation, and what Aisa International’s commitment to uncompromising ethics means for the client.
Do Long Term Investments Provide Better Returns?
History shows that the patient, long-term investor who holds diversified funds (mutual funds, ETFs) usually does better than the frequent trader — not just in returns, but also with lower costs, less stress, and a higher chance of meeting long-term goals.
Are Frequent Changes to My Investment Portfolio a Good Thing?
Constant portfolio changes are often more profitable for advisers than for clients. If you want advice that prioritises your returns instead of hidden commissions, choose a transparent, fee-based adviser.
Pensions and Inheritance: Are Your Retirement Savings Still Safe?
Pensions and inheritance may be affected by proposed regulations by the HMRC in April 2027. If implemented, these changes may affect how pensions are passed on to beneficiaries, particularly for those with larger estates or pensions held overseas.
De-listed QROPS: Are You Trapped Without Options?
De-listed QROPS can sometimes result in restricted access, limits on transfers, and potential tax implications. Every case is different, and the impact will depend on your personal circumstances.
Dutch Pensions and Occupational QROPS – A Risky Loophole
Transferring a Dutch pension to a Malta occupational QROPS can look like a neat workaround. In reality, it could be very bad advice.
The Occupational QROPS – A Way to Avoid 25% Overseas Transfer Charge?
The promise of avoiding a 25% tax charge may sound appealing, but if the foundation is artificial, the risks far outweigh the benefits.
Irish Pensions and Occupational QROPS – A Dangerous Loophole?
If you’re being advised to set up a company just to sponsor yourself into a Malta IORP, proceed with extreme caution.
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.
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.