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…

What is the difference between a defined benefit and defined contribution pension? In the UK there is a large emphasis on individuals having adequate provisions at retirement. Because of this,…

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…

Why is UK Defined Benefit pension transfer advice so expensive? UK Defined Benefit Transfer Advice has steadily been increasing over the last few years. This article will look into the…