Are you considering taking UK Pension Benefits after April 6, 2024? You may need to take action now to avoid higher tax liability in the future.
Top Stories
Key Person Insurance
Key person insurance provides the business with funds to continue operations and mitigate the risks associated with the loss of a key employee.
Investing Top Tips: Who’s Really Advising You?
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Insurance Bonds in the Czech Republic
Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?
Czech Trusts and UK Inheritance Tax
Do UK citizens have no tax to pay on assets put into Czech Trusts? And, what happens when the original settlor dies?
Unnecessary Hidden Fund Fees?
Why are financial advisers not telling you how to avoid unnecessary hidden fund fees? The outcome of your investments depends on it!
When Free Financial Advice is Not Actually Free (Pt 2)
What are the best – and worst – ways to pay your financial adviser?
Comprehensive Pension Guide for UK Expats
Choosing a financial adviser should be based on at least these three considerations: fees and costs; qualifications; and QROPS knowledge.
When Free Financial Advice Is Not Actually Free (Pt 1)
Financial advisers in the Czech Republic often offer ‘expats’ free financial or investment advice or even free investments (buy something and you get something else free). “Free” is rare!
MiFID Firms vs IDD: Which is Best for You? Part 1
MiFID investment advisers offer much higher consumer protection levels and regulatory protections than IDD advisers.
EU vs non-EU Third Party Investment Advice – Part 2
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Due Diligence is Necessary to Choose the Right Financial Adviser – Part 3
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.