Is UK Pension Plan Income Taxable in the US? In short, yes. Irrelevant of how the UK views these personal pension payments, the IRS will be collecting tax on any…

QROPS for US Residents QROPS for US residents – are they still a viable solution? From 2014, transfers to QROPS were an efficient way to transfer a UK pension plan…

Brexit uncertainty has led many to speculate that QROPS and its associated benefits might be closed, but at present this popular pension scheme is still available in Europe. The UK…

Are US Individual Retirement Accounts (IRA) distributions taxable in France? This is dependant on whether you are classified as a French resident for tax purposes. A simple rule for residency…

If you are a former US resident who has previously contributed to an individual retirement account (IRA), your provider may have advised you that they are closing your account as…

Divorce and pension sharing as an expat? Pension Sharing Orders for UK company pensions are increasingly common and relatively straightforward. However, if you are an expat with a UK–based pension,…

UK Citizen in New York? Whether you’re enjoying the fast–paced lifestyle of the Big Apple or retiring to the Old West, if you’re an expat in the Land of the…

Can I withdraw my pension before 55? In a word, “no”. Unfortunately, no one can access their UK pension until they are over the age of 55. UK Pension Withdrawal…

Offshore Bond vs Global Investment Platform If you have worked in the UK, you might have built up a pension pot through your employer. You have now moved abroad and…

How does pension drawdown work? Does your current scheme allow for Flexi-access drawdown and more importantly how does pension drawdown work? In this blog, we will provide a brief overview…