Articles by

Expat financial advice from the experts

Taking an Assurance Vie in France

Taking an Assurance Vie in France

The French Assurance Vie Moving to France has many benefits for British Expats – the culture, the cuisine, the weather and the pace of living among them. However, becoming a French Resident or retiring in France can have it’s drawbacks – the complex and overbearing tax system is one of them. Income tax and social […]

Financial Advice for Expats in Belize

Financial Advice for Expats in Belize

Financial Advice for Expats in Belize With its tropical climate, incredible wildlife, relaxed culture, and generous tax benefits for foreign nationals, Belize has long been a haven for expat retirees. If you are an expat, living in Belize and looking for financial advice, we can assist you with the required knowledge and assistance, to optimise […]

Benefits of an International SIPP

Benefits of an International SIPP

Benefits of an International SIPP Within this article, we will focus on just the benefits and any disadvantages of an International SIPP. You can find information on a number of related International SIPP articles below. International SIPP Comparison – How do they differ? Novia Global International SIPP Harbour International SIPP What is an International SIPP […]

Transfer Personal Pension to International SIPP

Transfer Personal Pension to International SIPP

Transfer Personal Pension to International SIPP Do you hold a UK personal pension? Do you require access to a personal pension in the UK? Perhaps you need to transfer your personal pension to an International SIPP to gain access? Within this article, we discuss transferring your personal pension to an International SIPP. We specifically cover […]

Financial Planning In Spain

Can I have a SIPP if I Live Abroad?

UK SIPP Abroad as a Non-Resident One of the main concerns Expats have when moving abroad is managing their retirement provisions and pension pots. Cross-border financial planning has been a notoriously tricky area, with various tax-wrappers, pensions and products in play. So what are the options as a non-UK resident, and can you still have […]

No American QROPS – You can still transfer UK Pensions

US Resident Receiving a UK Pension

US Resident Receiving a UK Pension Cross-border financial planning can become incredibly complex, especially when you factor in different jurisdictions and tax authorities, such as the IRS and HMRC. As a US resident with UK pension provisions, you may be confused as to what your best options are, or whether you should consider transferring your […]

transfer workplace pension to an international sipp

Transfer Workplace Pension to an International SIPP

Transfer Workplace Pension to an International SIPP Do you want to transfer your workplace pension to an International SIPP? Do you hold old workplace pensions in the UK which you would like to access? Often when relocating abroad legacy pension schemes, whether workplace pensions or personal pensions, tend to take a back seat in the […]

ReAssure Pension Transfer

ReAssure Pension Transfer for Non UK Residents

ReAssure Pension Transfer (For non UK residents only) Do you hold a UK ReAssure Pension? Are you unable to access the monies and investments in your ReAssure Pension? Does your ReAssure scheme not allow access as a non UK resident? Are you looking for a ReAssure pension transfer? We have been inundated by ReAssure Pension […]