Are you living abroad as an expat but have a pension that has reached the lifetime allowance? Do you have options available for further growth on your pension? Have you secured a Lifetime Allowance? What You Need to Know The Lifetime Allowance is the maximum pensions savings you can build up without a tax charge […]

Individual Retirement Account for American Expats living Offshore Are you among the many American expatriates that have left to retire abroad? What do you do with your pensions funds that you hold in America? Quick facts Under the age of 59 years and 6 months, you may be subject to 10% tax charge and your […]

Are you aware that Barclays is no longer servicing expats? If you hold a Barclays SIPP you may have been informed that the firm has recently made the decision to stop allowing expats to trade their Barclays SIPP. This means that for you, the expat investor, growing your pension overseas has just become a lot […]

Do you hold an Evonik Industries Pension? The Evonik Industries pension scheme currently has the 6th largest pension deficit throughout the world.  According to MSCI’s research, which examined the pension funding status of 5,300 companies. Evonik Industries has a 32.5% gap between its pension obligations and the resources set aside to fund them. If you […]

 Applying for an NT (Nil Tax) code? If you’re a British national living outside of the Uk, looking to drawdown an income or currently drawing down an income from a UK pension scheme, then applying for an NT (Nil Tax) code will be of great importance. An NT code means you won’t pay tax on the […]