Expat Financial Advice Articles

Expat financial advice from the experts

UK Pension after Brexit

UK Pension after Brexit

UK Pension after Brexit (Please note this article does not apply to UK State pensions) With Brexit now completed there are many concerns and unanswered questions regarding the effects on a UK pension, in post Brexit times.  Within this article we will cover the key areas and implications of Brexit. As it stands there is […]

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 Any monies not withdrawn can be reinvested in the right portfolio for your specific needs.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 […]

Pension Transfer Costs

Pension Transfer Costs

Pension Transfer Costs Are you looking at transferring your UK pensions, but unsure as to what a pension transfer costs? When moving abroad, one of your biggest concerns might be what happens to your retirement and pension pots. Often, people may have built up several different pensions with different employers over the course of their […]