Are you prepared for a long retirement?

28th June 2019

We spend many years accumulating the means to retire in comfort, but seldom consider how much might be needed to fund our retirement.  Having a pension is something we all agree is important. But do we know enough about the assumptions behind how the scheme is structured and whether... read more

Posted in: News, Pensions

Gold Standard Award for Pension Transfers

17th June 2019

The Fry Group* has been awarded the CII Gold Standard for pension transfer advice. This voluntary code was introduced last month by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society who work to promote ethical behaviour, high standards of professionalism for technical... read more

Posted in: Pensions

Meet the Team – Anna Warren, Head of Tax, Asia

8th May 2019

Anna Warren has recently joined the team in Asia, working from our Hong Kong office. Here she explains how she came to be at The Fry Group: Where were you born and brought up? I grew up in Jersey in the Channel Islands. My parents and grandparents were also... read more

Posted in: News, Tax

Listening and Learning

25th April 2019

David Pugh, our Global Head of Sales and Marketing, explains why client feedback is so important to us. One of our six company values is to delight our clients. And sometimes getting to grips with finances feels far from a delight! We know that for many the thought of... read more

Posted in: News

New Head of Tax Joins Team

27th March 2019

Anna Warren has been announced as our new Head of Tax – Asia, based out of our Hong Kong office. Starting in April, Anna will lead our tax team in providing advice to clients in the region, to offer a highly personalised service for clients living and working overseas,... read more

Posted in: Tax

Key Investment Trends for 2019

26th March 2019

Understanding the global factors which impact world markets is invaluable when investment planning. Key investment trends were explored as part of our annual investment conference, held in January over five locations across the world, including a session at the Singapore Cricket Club. Clients joined our Singapore team to hear... read more

Posted in: Financial Planning

Top 5 Tax Advantaged Trusts

15th November 2018

Trusts have been a useful tax structure for sensible tax planning since the Crusades: Crusaders were exempt from paying tax, but placed their property under a trustee’s care in their absence and had the King’s protection in case the trustee didn’t want to return the property later. Today, whether... read more

Posted in: Inheritance Tax, News, Tax

Gary Dugan appointed as CEO, Purple Asset Management (PAM)

7th November 2018

Industry veteran to further build out capabilities and footprint of the Independent Strategic Group’s joint venture with The Fry Group. The Fry Group, a global financial advisory group and Independent Strategic Group (ISG), a Fintech firm specialising in digital investment management solutions, has today announced that Gary Dugan will... read more

Posted in: Financial Planning, News

Understand the UK Residence Rules

12th September 2018

UK residence rules before 6 April 2013 were based on days of residence in the UK and were quite generous (183 days, or 91 days average over a four-year rolling period) compared to the latest rules. So what are the rules and should you be worried about time spent... read more

Posted in: Capital Gains Tax, News, Tax