Expat Financial Advice Articles

Expat financial advice from the experts

How much is your pension worth?

Pension worth – What is your pension value?

Working for either the same or multiple companies over the years, makes it hard to know your pension worth. Many people lose track or even forget about some of their pensions.  Nevertheless, for a well-planned retirement it’s important to find out the value of all your schemes.  Even if you are unsure whether you had […]

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions Pension sharing order for UK company pensions has become more and more common in recent times. The process itself is not overly complex and there are a number of companies in the UK, who can assist with this. The issue arises when you are no longer a […]

Retire in the South of Italy

Thinking of moving to the South of Italy? Have you ever thought of living in the South of Italy?  Enjoying the stunning beaches and sunsets all year along? Why not retire there and benefit from 10 years tax-free? Italy is known for its rich culture, delicious cuisine and exquisite wines.  What better way to enjoy […]

brooklands sipp

Do you hold a Brooklands SIPP?

Brooklands SIPP First of all, if you are a Brooklands SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Brooklands SIPP has become synonymous with misselling of SIPP’s. As a result, the FSCS (Financial Services Compensation Scheme) is paying out to clients who invested in their […]

French PERP/QROPS

No French PERP/QROPS – You can still transfer

Are you aware that HMRC has cut all French PERP/QROPS? As of December 2016, all French PERP/QROPS were delisted by HMRC.  A PERP (Plan d’Epargne Retraite Populaire) is a long-term savings product that provides an additional regular income from retirement age. A QROPS (Qualifying Recognised Overseas Pension Scheme) is a non-UK based pension scheme recognised by […]