The flexibility surrounding transferring your defined benefit scheme to a more flexible arrangement seems to be getting tighter and tighter through ever more stringent regulations by the FCA.
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UAE Commission Cap and Ban on Indemnity Commissions
UAE commission cap goes live, making way for a new opportunity for fee-based financial advisers such as SJB Global.
Should I Transfer My UK Pension if I am a Resident in Spain?
If you are a tax resident in Spain, retired in Spain or thought about moving to Spain, you may have asked yourself “What should I do with my UK pension?”.
Survey: Brits are falling alarmingly behind on retirement savings
Over 40 million Brits are postponing retirement goals for later, only to face severe disappointment during retirement. A new survey finds that the most insisted upon advice from financial planners regarding retirement goals has been falling on deaf ears.
Latest Adviser Posts
Navigating the Tax Challenges of Accidental American Citizenship
As a financial advisor, I frequently encounter clients who are blindsided by the realization that they are accidental Americans and face unexpected U.S. tax obligations. American citizenship, while...
How Annual Fund Charges Predict Investment Success
If you're exploring how to select the best mutual fund for your investments, understanding the role of expense ratios—what you pay to invest in a fund—can be crucial. Research from Morningstar,...
Understanding the 30% Ruling
Understanding the 30% Ruling The 30% ruling is a useful tax advantage for highly skilled migrants working in the Netherlands. It allows 30% of your salary to be tax-free, which covers the extra...
The Benefits of Holistic Financial Planning
When it comes to managing finances, it's common to concentrate primarily on investments. However, true financial well-being involves more than just solid investment returns. A holistic financial...








