Do you know how taxes impact your retirement plan? Everyone knows that in life there are a few things that you can’t avoid and one of them is paying taxes.…

Looking for Holistic Financial planning for UK Expats in the USA? Are you a UK expat living in the USA permanently? Do you still have a pension from a previous…

If you are an American expat living in Europe, you might be wondering how you can invest your funds while being certain that your investment won’t have additional taxes or…

Are you looking for a Low-Cost Investment Portfolio as a US Expat living abroad? As an expat you might be wondering if there are low-cost investments available to you while…

A closer look at the Overseas Transfer Charge and the implications after Brexit. In March 2017 the UK Government introduced a new rule which applied to any UK pension transfer…

Are you looking for a financial advisor dedicated to international professional athletes? The Life of an International Pro Athlete? International Professional Sports Athletes have specific financial needs. The help of…

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…