by Cross Border | Jul 27, 2018 | FATCA, General News, Investment Planning, US / UK Financial Planning
What is a PFIC? A foreign corporation will qualify as a PFIC if 75 percent or more of the foreign (i.e. non-US) corporations’ gross income were passive income. Passive income includes interest, dividends, rents and royalties. In addition, under the asset test, a...
by Cross Border | May 11, 2018 | General News, Investment Planning, QROPS / UK Pension Planning, UK / Australia Financial Planning, US / UK Financial Planning
We have recently received several enquiries from deferred members of the Nortel Networks UK Pension Plan who now live in the USA or Canada. These members have found it difficult to access appropriately regulated and authorised financial advice from a UK based adviser...
by Cross Border | May 8, 2018 | General News, Investment Planning, UK / Australia Financial Planning, Uncategorized
For many Aussies, a stint living and working in the UK is often considered one of those things everyone should do. It has become more difficult recently, however, with the discussion around new anti-migrant policies. If you are planning a move to the UK, you will no...
by Cross Border | Apr 17, 2018 | General News, Investment Planning, QROPS / UK Pension Planning, UK / Australia Financial Planning
The prospect of BBQs on the beach, hours spent surfing and the generally more laid-back lifestyle may have prompted your decision to move to Australia.You will undoubtedly have researched the main topics such as immigration, visas, employment, property, opening a bank...
by Cross Border | Mar 9, 2018 | General News, Investment Planning, QROPS / UK Pension Planning
Please view our document library to download our UK and Australian Cross Border Financial Planning brochure. Our service is headed up by Tania Loveday. If you have any questions for Tania please contact her on tloveday@cbfp.co.uk. ...
