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…

UK Pension Changes for Expats The UK Government has recently published “The Occupational and Personal Pension Schemes (Conditions for Transfers) Regulations 2021. This outlines the UK Pension Changes for Expats…

Can I transfer my UK pension to my US 401K? You may be a US resident who’s built up UK pension funds, and are wondering if you can roll it…

Do you Hold a Transact SIPP Pension and Live Abroad? As a non-UK resident, you may have been notified that you must transfer out of your Transact SIPP as they…

If you are a non-UK resident, you may have a UK pension which you are looking to transfer. This could be due to inflexibility regarding access, or high fees within…

How are UK pension lump sums taxed in France? It may be the case that you are looking to take a lump sum from your UK pension instead of a…

Offshore Bond to Assurance Vie Transfer An Offshore Bond to Assurance Vie Transfer may allow you to bring your existing assets in line with your position as a French resident.…

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…

What are the French Tax Implications of a UK SIPP? Many individuals with a UK pension move to France each year, and are concerned as to how the income is…

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…