Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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Roth IRA Conversions for Expats

Posted by cedric-bernier | May 05, 2022

Roth IRA Conversions for Expats

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

Pension Transfer Analysis Report (TVAS)

Posted by Jack Camille - IAD | Apr 11, 2022

Low Cost UK Pension Transfer Advice

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

International Private Pension Plan

Posted by James Rayburn - DipPFS | Apr 06, 2022

International Private Pension Plan – What You Should Know

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?

Posted by Jack Camille - IAD | Mar 30, 2022

When should I use a QROPS?

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

Posted by James Rayburn - DipPFS | Mar 30, 2022

IRAs for US Non-Residents – Account being Closed

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 Lifetime Allowance

Posted by Jack Camille - IAD | Mar 07, 2022

Approaching the Lifetime Allowance

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 UK Pension Plan Income Taxable in US?

Posted by James Rayburn - DipPFS | Mar 01, 2022

Is the UK 25% PCLS tax free in the US?

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

When should I use a QROPS?

Posted by Jack Camille - IAD | Feb 21, 2022

What Is The Difference Between A Defined Benefit and Defined Contribution Pension?

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 US?

Posted by Ryan Frost | Feb 03, 2022

Is UK Pension Plan Income Taxable in the US?

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

UK Defined Benefit pension transfer advice expensive

Posted by Jack Camille - IAD | Feb 02, 2022

Why is UK Defined Benefit pension transfer advice so expensive?

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

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