Expat Financial Advice Articles

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

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Living Abroad A Guide for American Expatriates

Posted by Cedric Bernier | Nov 07, 2024

Living Abroad: A Guide for American Expatriates

Have you ever dreamt of residing overseas? Like many Americans today, you may be interested in a life overseas. While a move abroad requires careful consideration, it can be a

What Happens To My ISA Now that I Live Abroad

Posted by Josh Maunder | Sep 16, 2024

What Happens To My ISA Now that I Live Abroad?

What happens to my ISA now that I live abroad? For British expats, managing investments can be a complex process, especially when it comes to UK Individual Savings Accounts (ISAs).

UK Pension Options for Expats

Posted by Josh Maunder | Sep 05, 2024

UK Pension Options for Expats: Why You Don’t Have to Settle for a 100% Lump Sum

Wondering about the UK Pension Options for Expats? If you’re a UK expat living overseas, you may have been told that your only option for accessing your UK pension is

Is My UK Pension Big Enough to Retire Abroad

Posted by Josh Maunder | Aug 29, 2024

Is My UK Pension Big Enough to Retire Abroad?

For many, the opportunity to retire abroad is an enticing prospect. Whether it’s the allure of a warmer climate, stunning natural surroundings, or the potential financial benefits (such as lower

invest while living abroad

Posted by Josh Maunder | Aug 19, 2024

How do I invest while living abroad?

Moving abroad opens up a number of exciting opportunities as well as some daunting financial challenges. One of these is how best to manage and grow your savings and investments.

convert my pension from pounds to euros

Posted by Josh Maunder | Aug 15, 2024

When is a good time to convert my pension from pounds to euros?

One of the most common questions my clients ask me is “when is a good time to convert my pension from pounds to euros?” If you made the move from

new UK pension allowances

Posted by Josh Maunder | Aug 12, 2024

How do the new UK pension allowances affect expats?

Wondering how the new UK Pension allowances affect expats? It was announced in the Spring Budget last year that the lifetime allowance (LTA) would be abolished. Great news for anyone

Labour election win mean for your UK pensions

Posted by Josh Maunder | Jul 10, 2024

What does the Labour election win mean for your UK pensions as an expat? 

Labour won by a landslide in the UK general election last week. They now command a large majority in the House of Commons. This will allow them to pass new

How does an International SIPP work?

Posted by Ryan Frost | Feb 19, 2024

How does an International SIPP work?

Trying to plan for your retirement can be challenging at the best of times. There are so many things you need to take into consideration. Consider market volatility and the

ISA for non UK residents/citizens

Posted by Ryan Frost | Feb 16, 2024

ISA for non UK residents/citizens

Searching for ISA for non UK residents/citizens? Individual Savings Accounts (ISAs) have always been a reliable cornerstone of investment for Brits. It offers a tax-efficient and accessible way of growing

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