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Expat financial advice from the experts

Should I move my UK defined benefit pension

Should I move my UK defined benefit pension?

Should I move my UK defined benefit pension? Do you have a UK defined benefit pension? Have you recently been contacted by your UK pension scheme about transferring your pension? Within this article, we will explore the current defined benefit pension market, the process of transferring out and the associated risks and potential rewards of […]

Withdrawing UK Pension in France

Withdrawing UK pension in France

Withdrawing UK pension in France Are you a French resident withdrawing a UK pension in France? Is this the first time you will be drawing on your personal pension since moving to France? Do you have more than one pension you wish to drawdown from? Within this article, we will discuss the process involved and […]

QROPS expensive

Why is my QROPS Expensive?

Ever wondered why is my QROPS expensive? Many ex-pats have been sold a QROPS on the basis of tax efficiency, ability to draw down your pension “tax-free” and removing your pension pot from UK regulation. Within this article, however, we are going to specifically look at the overall cost of different QROPS. We will compare […]

HMRC QROPS USA

HMRC QROPS USA

HMRC QROPS USA Are you an American resident who wants to transfer their UK pension to an HMRC QROPS USA? Do you have more than one British pension and you wish to consolidate? Are you intending to never return to the UK? Within this article, we look into the options available to US residents with […]

International Private Pension Plan

International Private Pension Plan There are various International Private Pension Plans available for those with transient epxat lifestyles, the key is to find the right one for you. The difficulty for any international employee is the build of several pensions pots, in different schemes, in different countries. Upon reaching retirement you cannot access certain funds, […]

Prudential - taking your pension

Prudential – Taking your pension

Prudential – Taking your pension Have you recently received a letter from Prudential regarding your existing scheme and taking your UK pension? The letter states the following headings: Fund Value Taking your pension Make an informed decision It is meant to be a clear summary of the options available to you now that you have […]

uk savings account while abroad

UK savings account while living abroad

UK savings account while living abroad For any British expat planning on returning home, holding some form of UK savings accounts while living abroad is often a priority. The UK financial market, regulated by the Financial Conduct Authority FCA offers peace of mind knowing you are protected by UK legislation. Factors such as your monies […]

uk pension transfer canada

Transfer UK Private Pension to Canada

Transfer UK Private Pension to Canada Have you worked in the UK and hold a UK Private Pension you wish to transfer to Canada? Are you a Canadian Resident with old legacy pensions you now wish to consolidate? Within this article, we look at the options available to Canadian residents with UK Pensions, factors to […]

Merchant Navy Officers Pension Fund

Merchant Navy Officers Pension Fund – MNOPF The Merchant Navy Officers Pension Fund, also known as MNOPF was formed in 1938 and provides Defined Benefits pensions for ship’s officers and their families. A Defined Benefit pension is a guaranteed income for life from retirement, often with 50% of the annual amount passing to the spouse […]

International financial adviser monaco

Looking for a UK Financial Adviser in Monaco?

Are you looking for a UK Financial Adviser in Monaco? The principality of Monaco has long been a tax haven for the wealthy due to the lax tax laws. With no income tax being levied for residents and no capital gains tax applicable there are a number of significant advantages for becoming resident.  With an […]