Articles by Josh Maunder

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We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..

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Retirement Planning for International Teachers

Posted by Josh Maunder | Sep 01, 2025

Retirement Planning for International Teachers – Flexible Solutions for a Global Career

If you’re an international school teacher, you already know the rewards of a life spent exploring the world — new cultures, diverse classrooms, and exciting career opportunities. But there’s one

Expat Annuity Solutions

Posted by Josh Maunder | Aug 25, 2025

Expat Annuity Solutions: Guaranteed Income, Market Growth & Capital Protection

Planning your financial future as an expat brings unique challenges and unique opportunities. Whether you’re approaching retirement or looking to grow and protect your wealth, annuities can offer guaranteed income,

The Best Tax Haven Countries for Expats

Posted by Josh Maunder | Jun 11, 2025

The Best Tax Haven Countries for Expats in 2025 (and Why Financial Advice Is Crucial)

Looking into the Best Tax Haven Countries for Expats? Moving abroad isn’t just about better weather, lower costs, or a new adventure — for many expats, it’s also about making

QROPS Complaints

Posted by Josh Maunder | Apr 14, 2025

QROPS Complaints: Are You Paying Too Much?

If you have a QROPS (Qualifying Recognised Overseas Pension Scheme) but are dissatisfied with high fees, poor investment performance, or lack of proactive advice, you are not alone. Many expats

Apply for an NT Tax code

Posted by Josh Maunder | Apr 07, 2025

How to Apply for an NT Tax Code for UK Pensions

If you’re a non resident expat receiving a UK pension, you may be eligible to receive your pension income tax-free in the UK by applying for an NT code. This

Can I Transfer My Irish Pension

Posted by Josh Maunder | Mar 31, 2025

Can I Transfer My Irish Pension? A Guide to IORPS for Expats

If you’re an expat with an Irish pension, you may be wondering if transferring it could offer you more flexibility, better tax advantages, or expanded investment options. For many expats,

Novia Global Review 2025

Posted by Josh Maunder | Mar 24, 2025

Novia Global Review 2025: One of the Best UK SIPPs for Expats?

Interested in a Novia Global Review 2025? For expats seeking a cost-effective and flexible pension solution, the Novia Global UK SIPP remains one of the most competitive options available in

QROPS in 2025

Posted by Josh Maunder | Mar 17, 2025

QROPS in 2025: What Expats Need to Know

Looking for a QROPS in 2025? The UK Labour government’s 2024 Autumn Budget has brought significant changes to the pension transfer landscape, particularly affecting Qualifying Recognised Overseas Pension Schemes (QROPS).

UK Pension Consolidation

Posted by Josh Maunder | Jan 14, 2025

UK Pension Consolidation: Should I Merge My Pension Pots?

Many UK expats find themselves managing multiple pension pots after working for several employers before moving abroad. While having more than one pension might seem like a good thing, it

What Happens To My ISA Now that I Live Abroad

Posted by Josh Maunder | Sep 16, 2024

What Happens To My ISA Now that I Live Abroad?

What happens to my ISA now that I live abroad? For British expats, managing investments can be a complex process, especially when it comes to UK Individual Savings Accounts (ISAs).

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