Challenging the status quo
Over the last 20 years we have wanted to change the status quo by focusing on making life better for consumers. Ferocious independence, due diligence, robust research, strict governance and procedures aligned with transparency on fees, charges and the “truth” have helped establish us as the “go to” award winning financial adviser.
Tailor made for you
Our research and persistence in pushing providers to deliver what is good for you, the consumer, means we can provide tailor made intelligent solutions putting you first.
Our expert knowledge is provided by the “Aisa Group”. Internationally we have several firms in different countries both within Europe (including the UK) and outside of Europe.
Aisa have been acclaimed in the UK for pensions, investment and tax advice (6 awards to date between 2009-2013).
The offshore pension planning service we operate is managed by advisers who have the advanced UK G60 pensions qualification as well as the highest UK investment qualifications, including Economics degrees.
We provide a customer charter to our clients, and PLEASE NOTE we offer the most competitive terms, bettering any legitimate deal that can be evidenced.
Main benefit – The “Aisa Group” deal exclusively with pension providers that comply with both the spirit and the letter of the UK QROPS regulations. We believe this to be in the best interests of our clients and in our own professional best interests. Uniquely we offer the best award winning UK IFA spectrum, combined with international experience and knowledge.
“You know you will be dealing with the real thing!”
We are able to offer full Due Diligence on ourselves, as well as our customer charter. We do this at the stage where you, the “client”, have decided to engage our services with agreement to obtain a project report. We will also provide due diligence information for money laundering procedures.
Our existing clients see this as a massive benefit in comparison with other websites who make claims that cannot be justified, and will not even admit who they are, or who is giving the advice.
UK onshore and overseas pension transfer regulations provide the opportunity to:
- Legitimately avoid in many cases:
- UK Income Tax on the pension fund
- UK Inheritance Tax on the pension fund
- Take more than 25% tax free lump sum legitimately, and from 2015 the government has announced full access to almost the whole fund depending on your circumstances
- Have an increased level of income if you have a shortened life expectancy / poor medical history
- Retain your pension fund even after death, avoiding any tax penalties.
In order to fully enjoy these benefits, in the UK you can do this from March 2015, whilst it is possible to do it immediately if you live overseas; the only condition is that you must have been absent from the UK for 5 complete tax years, or have intention of so doing.
Our main concern – there are many people who have taken advice from the “largest international IFAs in the world” that now have serious issues including penalties on “bonds” held within their pensions, or reducing income at the 3 year assessment. Do not be fooled into thinking “big” or “large” means quality, or protection from bad advice.