What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Articles by Josh Maunder
What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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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).…
Posted by Josh Maunder | Sep 05, 2024
UK Pension Options for Expats: Why You Don’t Have to Settle for a 100% Lump Sum
Wondering about the UK Pension Options for Expats? If you’re a UK expat living overseas, you may have been told that your only option for accessing your UK pension is…
Posted by Josh Maunder | Aug 29, 2024
Is My UK Pension Big Enough to Retire Abroad?
For many, the opportunity to retire abroad is an enticing prospect. Whether it’s the allure of a warmer climate, stunning natural surroundings, or the potential financial benefits (such as lower…
Posted by Josh Maunder | Aug 19, 2024
How do I invest while living abroad?
Moving abroad opens up a number of exciting opportunities as well as some daunting financial challenges. One of these is how best to manage and grow your savings and investments.…
Posted by Josh Maunder | Aug 15, 2024
When is a good time to convert my pension from pounds to euros?
One of the most common questions my clients ask me is “when is a good time to convert my pension from pounds to euros?” If you made the move from…
Posted by Josh Maunder | Aug 12, 2024
How do the new UK pension allowances affect expats?
Wondering how the new UK Pension allowances affect expats? It was announced in the Spring Budget last year that the lifetime allowance (LTA) would be abolished. Great news for anyone…
Posted by Josh Maunder | Jul 10, 2024
What does the Labour election win mean for your UK pensions as an expat?
Labour won by a landslide in the UK general election last week. They now command a large majority in the House of Commons. This will allow them to pass new…