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Expat financial advice from the experts

Reporting Your UK Pension SIPP/QROPS USA

Reporting Your UK Pension SIPP/QROPS USA

Reporting Your UK Pension SIPP/QROPS USA Tax reporting and compliance is a key requirement for anyone’s financial assets but never more so than in the United States. If you have built up UK pension contributions and hold one or more UK pension fund then it is important to know it is compliant for the SEC […]

401K Rollover for Expats

401K Rollover for Expats

401K Rollover for Expats Are you an ex-pat living in the United States? Are you a US ex-pat now living outside of the US? If so the likelihood is that you have built up some 401K. Within this article, we will review the options available to you including 401K rollover for Expats.  What is a […]

Flexi-Access Drawdown for expats

What is Flexi-Access Drawdown for expats?

What is Flexi-Access Drawdown for expats? Flexi-access drawdown is a pension solution that allows you to access your pension fund whenever you like, however you like. Any monies not withdrawn can be reinvested in the right portfolio for your specific needs. This might be capital growth, or income generation. Flexi-Access Drawdown for expats differs, in […]

Types of Drawdown Pension UK for Expats

Types of Drawdown Pension UK for Expats

Types of Drawdown Pension UK for Expats If you are an ex-pat with one or more UK pensions and either in drawdown or looking to drawdown, there are 2 main types available to you. They may not currently be available through your existing plan in which case you will need to transfer. Or, you may […]

UK frozen pensions

Expat Frozen Pensions

Expat Frozen Pensions Do you hold one or more Expat Frozen pensions? Have you built up numerous pension pots with previous employers? Are you wanting to access your frozen pension or consolidate it into one? The majority of people who have worked in the UK will have contributed to their company pension scheme. Often, when […]

QROPS UK to USA

QROPS UK to USA Do you hold UK pensions you wish to transfer to the USA? Do you live in the USA with no intention to return? Do you hold more than one UK private pension you wish to consolidate? In my previous article, we assessed the options available to US residents including the benefits […]

UK SIPP for US citizens

UK SIPP for a US citizen

UK SIPP for a US citizen Are you a US citizen with UK Pensions? Do you still have access? Are you wanting to consolidate many pensions into one? Do you simply want the ability to manage your investments? As a US resident or a US citizen you are unfortunately limited in which pension providers you […]

what does a uk pension transfer cost

What does a pension transfer cost?

What does a pension transfer cost? Are you considering transferring your UK pension? Do you have a UK pension and now live abroad? Do you need to transfer your pension in order to gain access to your monies? Within this article, we will assess all the costs associated with a UK pension. There are numerous […]

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 […]