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…

401K Rollover Hidden Tax Strategy for Expats. As an expat, you might have a 401K you had with a previous employer. You might not be aware that there is a…

What happens to my 401K if I move to another country? There are a few different options for ex-pats who still have one or multiple old 401k plans in America.…

Roth IRA Conversions for Expats. American expats have many tax strategies when it comes to maximizing their retirement income. Most Americans are familiar with the terms 401K or traditional IRA…

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…