Interest rates and Cash Equivalent Transfer Values (CETV’s) are indirectly linked, meaning that any change in rates can have a knock-on effect that may eventually mean an adjustment in your CETV. If you are considering a pension transfer and are wondering how recent economic changes may impact the cash equivalent transfer value of your final salary pension, read on!

Financial conflict among couples is quite common in today’s society. In fact, money and financial conflict are one of the primary factors that can lead to a divorce. If you want to ensure that it never becomes an issue with you and your loved one, there are a few simple steps that you can take.

If your total combined assets including your life insurance exceed the inheritance tax threshold, your beneficiaries will have to pay the inheritance tax due before they are able to gain access to your estate. The life insurance, alongside other assets, will also need to go through probate, which can take months, if not longer to complete. Luckily, there are ways to mitigate this.

If you are considering transferring your pension, there are many things to consider. Find out more about your options in our article.

The world of UK pension schemes can be incredibly overwhelming, especially if you’re unsure about what it is that you need, or which type of scheme can suit you best. Which is why we are here to help!

When it comes to saving money for the future, a Self-Invested Personal Pension, or SIPP, can be a suitable option for both UK and Non- UK residents. There are several pension choices to choose from, but a SIPP can provide you with greater flexibility, portability, and control over your investments.

These tips and tricks are all great ways to increase the efficiency of your estate after your death.

New rates of Stamp Duty Land Tax (Stamp Duty) for non-UK residents will become effective from 1st April 2021. Expats and foreign investors, now face a 2% stamp duty [...]

Exchange rate movements impact returns when a change in the value of one currency against another currency leads to a rise or fall in the value of an asset. [...]

Nearly one year after the Covid-19 pandemic forced the UK into a national lockdown - the Chancellor has revealed the pensions policy changes in the UK's March Spring Budget [...]

Home country bias happens when investors are over-exposed to domestic equities in their investment portfolio. Home country bias refers to investors' tendency to favor companies from their own country [...]

The Often Unknown Tax Liability Facing Foreign Investors in U.S. Equities....... Many investors assume that the US federal estate tax only applies to those domiciled or resident in the [...]

Who would have predicted the stock market rising to record highs, in the middle of a recession, with US double-digit unemployment? At the close of March 2020, Warren Buffets Berkshire [...]

The world seems to be watching with concern.The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective [...]

The below article is written by David Booth, the Executive Chairman and Founder of Dimensional Fund Advisers. I have worked in finance for over 50 years, and it seems [...]

I specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensions. Jessica Cook LLB (Hons) DipFA ACSI To find out [...]

See what my clients say......... I am proud to be appearing in the Times newspapers guide to the UK's top rated financial advisers for 2020, in association with VouchedFor. [...]

On 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a transitional period of 6 months but [...]