Expat Financial Advice Articles

Expat financial advice from the experts

UK SIPP for US citizens

UK SIPP for a US citizen

UK SIPP for a US citizen Are you a US citizen with UK Pensions? Do you still have access? Are you wanting to consolidate many pensions into one? Do you simply want the ability to manage your investments? As a US resident or a US citizen you are unfortunately limited in which pension providers you […]

Investing in a crisis

Investing in a crisis

Investing in a crisis Although there has been much talk about a global pandemic in recent years, the question is no longer “What if?”, but “Now what?” The past few weeks have been, without doubt, unprecedented in modern financial history. The speed of the decline in global markets last month caught even the most experienced […]

what does a uk pension transfer cost

What does a pension transfer cost?

What does a pension transfer cost? Are you considering transferring your UK pension? Do you have a UK pension and now live abroad? Do you need to transfer your pension in order to gain access to your monies? Within this article, we will assess all the costs associated with a UK pension. There are numerous […]

Pension Transfer Advice Cost

Pension Transfer Advice Cost

Pension Transfer Advice Cost – Explained To transfer or not to transfer? This question is still of relevance today as it was back in 2015 when tax rules changed. People over the age of 55, upon transferring their pensions, had subsequently greater access to their pots. They were able to enjoy a 25% tax free-lump […]

Accessing UK Pension From Abroad

Accessing UK Pension From Abroad

Accessing UK Pension From Abroad As an Expat, organising and arranging your finances and retirement plans can become a headache. You’ll likely have several bank accounts (locally and in the UK), as well as several different pension pots that you have accumulated over years of working in the UK and maybe abroad. Factoring in UK […]