Chase Belgrave, a Zurich-based wealth manager and financial consultancy, is working with an external trustee to offer high net worth American expatriates a pension plan that is tax efficient from a US perspective.
Representatives for the Maltese and New Zealand governments have signed an agreement to allow the portability between the two countries of Superannuation and Veterans’ pensions.
First American expatriates were told that their bank accounts weren’t welcome. Now, it seems, Americans’ tax-deferred retirement accounts are also increasingly unwanted by US financial institutions, unless these accounts are of significant size.
All Maltese pension providers and administrators should meet a 17 June deadline to file an information disclosure document with the French tax authorities on behalf of “any French-resident beneficiaries”, according to a Maltese pension scheme association.
A new French law that appears to require pension fund trustees to report to France’s tax authority on UK personal pensions that have French tax-resident beneficiaries is causing confusion among financial advisers and pension fund administrators.
The BBC’s consumer investment radio show, Money Box, has broadcast a programme that explored at how thousands of investors have seen their savings caught up in the problem-plagued,UK-based Harlequin Property development business.
A producer of the Panorama episode that was to have included a look at the Essex property development company, Harlequin, has been suspended over bribery allegations, the Times is reporting today.
The BBC has postponed a broadcast of its Panorama news show that was to have included a look at the beleaguered Essex property development company, Harlequin.
Boal & Co director Mark Kiernan has taken over as chairman of the Isle of Man’s Association of Pension Scheme Providers (APSP) from Stuart Clifford, who had been in the role since it came into being in November 2010.
Chris Lean, a consultant at Prague-based Square Mile Financial Services, considers the importance of liquidity when advising on self-invested personal pensions and even QROPS
The UK’s Pensions Regulator and various other government agencies are to launch a campaign this week aimed at cracking down on companies that entice Britons to access their pension pots before the age of 55.
The global QROPS industry breathed a collective sigh of relief this morning as HM Treasury released a Draft Finance Bill that contained only a relatively minor increase in reporting requirements for administrators of overseas pension schemes.
