The Novia Global UK SIPP is a self-invested personal pension (SIPP) offered by Novia Global, a UK-based platform and SIPP provider for financial intermediaries. The SIPP allows investors to choose…

A closer look at the Overseas Transfer Charge and the implications after Brexit. In March 2017 the UK Government introduced a new rule which applied to any UK pension transfer…

Pension Transfer Analysis Report (TVAS) is a report in relation to defined benefit (commonly referred to as final salary) pension schemes. For any defined benefit schemes that have a CETV…

Low Cost UK Pension Transfer Advice. Pensions are built up over a lifetime of working. If you are thinking of transferring your pension, it’s important to ensure the advice cost…

What is an International Private Pension Plan? As a non-UK resident, you may be wondering what your options are with regards to transferring your UK pensions, or perhaps even your…

When should I use a QROPS? Qualifying Recognised Overseas Pension Scheme are foreign pension schemes that are recognised by HMRC and meet UK tax legislation requirements. Where are QROPS based?…

IRAs for US Non-Residents – Account being Closed. An Individual Retirement Account (IRA) is a US tax advantaged account that allows you to save for retirement. IRAs can be opened…

Approaching the UK Pension Lifetime Allowance. The UK pension lifetime allowance (LTA), currently set at £1,073,100, is a limit on how much pension benefits you can build up before being…

Is the UK 25% PCLS tax free in the US? When pension benefits are built up in the UK, HMRC allow you to take 25% of the value as a…

What is the difference between a defined benefit and defined contribution pension? In the UK there is a large emphasis on individuals having adequate provisions at retirement. Because of this,…