Expat Financial Advice Articles

Expat financial advice from the experts

British expats

Is France still a mecca for British expats?

France has one of the largest British expats populations France has one of the largest British expats populations in the world. This led to the popular and picturesque region of Dordogne in southwestern France getting the nickname “Dordogneshire”.  But is it still the idyllic retirement and work destination it once was? We would have to […]

401k

401k Roth IRA Rollover Rules

US Expat moved offshore and still have a 401k based in the US? Already a US expat living offshore and have 401K or Roth IRA. The process of rolling over or transferring your current 401K scheme is now relatively easy with most providers. With offshore scheme provider’s available you can still invest within the US […]

Spring Budget

What did the Spring Budget mean for QROPS?

Spring Budget  The Spring Budget has brought changes to ‘Qualifying Overseas Pension Schemes (QROPS) . Which will affect expats who want to transfer their pensions outside the EU, New Zealand and Australia. In a policy expected to net the treasury £65 million in 2017/2018, transfers of pensions will now be subject to a 25% tax. […]

Should I transfer to a QROPS

5 financial tips for British retiring abroad

British retiring abroad for the sun  Every year, thousands of British retiring abroad, heading for the sun to settle in places like Spain, Portugal and Thailand. It’s believed as many as 2 in every 5 people who earn over £60,000 a year set their sights on that retirement villa abroad. Amidst the destination scouting, house hunting and […]

expat returning

Expat Returning – Homeward bound can mean getting lost

Expat Returning – The last thing on an expat’s mind is the homeward bound If life overseas is idyllic then the last thing on an expat returning mind is the prospect of being homeward bound and moving back to their home country. But the reality is that sometimes a permanent or temporary return is necessary. For some […]