Expat Financial Advice Articles

Expat financial advice from the experts

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 […]

Can I withdraw my pension before 55?

Can I withdraw my pension before 55?

Can I withdraw my pension before 55? In a word, “no”. Unfortunately, no one can access their UK pension until they are over the age of 55. UK Pension Withdrawal The Pension Freedoms Act 2015 enabled anyone over 55 years of age to access their pension. This consists of a 25% tax-free lump sum (PCLS […]

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 […]