Canada Life admits unawareness regarding any insurance provider offering annuities to non-residents
Looming Brexit Forces Canada Life to Stop Selling Annuities to Expats in the EU
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‘Final salary’ pension transfers witness an upward jump of £40,000 in 2019
The recipients of ‘final salary’ pension transfers received £40,000 more than participants opting for the same last year, finds a recent survey. Workers with defined-benefit pensions are ditching regular monthly payments for these lump-sum payouts across the country.
U.S Equity Markets Start 2019 On a Strong Note with a Solid First Quarter
It was nothing short of a dream run for American large-cap stocks, as the S&P 500 witnessed one of its finest quarters at the end of March 2019. This is the first time in U.S. history that a bull market has run for ten straight years. The prolific first-quarter results provided the best start to a year since 1998.
A Regulatory Overview of 2018: MiFID II, PRIIPs & AnaCredit
2018 was a monumental year for the European regulatory framework. The region witnessed the introduction of MiFID II, PRIIPs, the enactment of GDPR, and AnaCredit, with each having a massive impact on some of the largest global organisations.
Latest Adviser Posts
How to Apply for Your NT Tax Code in 2024
A Step-by-Step Guide Within a UK pension, including a SIPP, your gross pension is subject to PAYE income tax unless you personally apply to HM Revenue & Customs (HMRC) for exemption on the...
Is Your English Will Valid Abroad? Navigating International Estate Planning Challenges
When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The...
How Your UK Pension Is Taxed on Death While Living Abroad: Essential Insights for Expats
Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The...
Should I Pay Off My Mortgage in the Netherlands?
Paying off a mortgage in the Netherlands is a significant financial milestone, but it can also have implications for your Box 3 tax, which taxes your savings and investments. Here's an exploration...