Lifetime Allowance – 5 Key Facts

Current Lifetime Allowance 5 Key Facts (LTA) The LTA is now £1million, reduced from £1.25 million. LTA- Fixed Protection 2016 This is one of two new protections. You can apply for Fixed Protection 2016, whether your benefits exceed £1 million or not, as long as you do not already have one of the following protections: Enhanced Protection Primary Protection Fixed …

RL360 QROPS Investment

In this article we lay out when and when not people should be considering a QROPS. QROPS can be really good for certain people and so we wanted to talk about the RL360 QROPS investment. To do this we need to allow you to see an example. Someone aged around 54 with a fund of less than £500,000 who lives …

QROPS and a Pension Returning to the UK – the Expat Returns

An expat that transferred a pension to a QROPS, in all likelihood, did so as there was no intention to retire in the UK. Although there are surely question marks over advice to transfer to QROPS, in places like the UAE where expats do not retire and there was always a likelihood of a return to the UK. What happens …