Pension Transfer Advice Cost – Explained To transfer or not to transfer? This question is still of relevance today as it was back in 2015 when tax rules changed. People…

Accessing UK Pension From Abroad As an Expat, organising and arranging your finances and retirement plans can become a headache. You’ll likely have several bank accounts (locally and in the…

Transferring out of a defined benefit pension scheme Before answering the question of whether transferring out of a defined benefit pension scheme is the right choice, you should also ask…

Should I move my UK defined benefit pension? Do you have a UK defined benefit pension? Have you recently been contacted by your UK pension scheme about transferring your pension?…

Withdrawing UK pension in France Are you a French resident withdrawing a UK pension in France? Is this the first time you will be drawing on your personal pension since…

Ever wondered why is my QROPS expensive? Many ex-pats have been sold a QROPS on the basis of tax efficiency, ability to draw down your pension “tax-free” and removing your…

HMRC QROPS USA Are you an American resident who wants to transfer their UK pension to an HMRC QROPS USA? Do you have more than one British pension and you…

International Private Pension Plan There are various International Private Pension Plans available for those with transient epxat lifestyles, the key is to find the right one for you. The difficulty…

Prudential – Taking your pension Have you recently received a letter from Prudential regarding your existing scheme and taking your UK pension? The letter states the following headings: Fund Value…

UK savings account while living abroad For any British expat planning on returning home, holding some form of UK savings accounts while living abroad is often a priority. The UK…