Financial services can be complicated and confusing, especially cross border, so this is not an exhaustive list but contact us if your question is not here, we don't bite !
What are your fees ?
We are paid commission from the providers or agree an initial fee with the client, our fees long term are 1% of the assets value.
Do you put everything in writing ?
Yes, including all charges even if not explicit.
Do you advise on Defined Benefit transfers?
Yes, but FCA guidance means we have to engage a UK Pension Transfer Specialist for Schemes over £30,000 for an independent report.
Do you advise on Foreign currency transfers?
Yes we can advise but will introduce you to a suitable FCA registered firms to transfer the funds.
Do we pay you directly?
Not normally, unless its a specific project, we are paid from the providers either commission or an agreed initial fee.
I have heard you can take 25% tax free from UK pensions after I am 55
Correct but check your country of residence for tax, Spain for example taxes this as income.
Where are the most popular juridstictions?
Malta & Gibraltar, with some Isle of Man.
Is't Malta a money laundering island?
No, its part of the EU and also recently introduced very strict measures for investing in pensions in Malta.
Do you advise on tax residency
We are not accountants but can refer & provide general guidance we focus on financial advice & wealth management
What about Citizenship & the various programs
Yes we advise & assist people looking for plan B for their family
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.