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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Approaching the Lifetime Allowance

Posted by Ryan Frost | Jun 26, 2020

How does pension drawdown work?

How does pension drawdown work? Does your current scheme allow for Flexi-access drawdown and more importantly how does pension drawdown work? In this blog, we will provide a brief overview

Posted by Ryan Frost | Jun 11, 2020

Types of Drawdown Pension UK for Expats

Types of Drawdown Pension UK for Expats If you are an ex-pat with one or more UK pensions and either in drawdown or looking to drawdown, there are 2 main

Expat Frozen Pension

Posted by Ryan Frost | May 22, 2020

Expat Frozen Pensions

Expat Frozen Pensions Do you hold one or more Expat Frozen pensions? Have you built up numerous pension pots with previous employers? Are you wanting to access your frozen pension

Posted by Ryan Frost | May 21, 2020

QROPS UK to USA

QROPS UK to USA Do you hold UK pensions you wish to transfer to the USA? Do you live in the USA with no intention to return? Do you hold

Posted by Ryan Frost | May 19, 2020

Transfer Defined Benefit Pension to SIPP

Transfer Defined Benefit Pension to SIPP A transfer defined benefit pension to SIPP is something that we are often asked if it’s a good idea or not. Defined benefit pension

Posted by Ryan Frost | May 06, 2020

UK SIPP for a US citizen

UK SIPP for a US citizen Are you a US citizen with UK Pensions? Do you still have access? Are you wanting to consolidate many pensions into one? Do you

Posted by David Naughton | Apr 28, 2020

Investing in a crisis

Investing in a crisis Although there has been much talk about a global pandemic in recent years, the question is no longer “What if?”, but “Now what?” The past few

Posted by Ryan Frost | Apr 23, 2020

What does a pension transfer cost?

What does a pension transfer cost? Are you considering transferring your UK pension? Do you have a UK pension and now live abroad? Do you need to transfer your pension

Posted by Ryan Frost | Apr 19, 2020

Pension Transfer Advice Cost

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

Posted by Ryan Frost | Apr 17, 2020

Accessing UK Pension From Abroad

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

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