Expat Financial Advice Articles

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

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Pension Transfer Analysis Report (TVAS)

Posted by Ryan Frost | Apr 10, 2020

Transferring out of a defined benefit pension scheme

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

Posted by Ryan Frost | Apr 09, 2020

Should I move my UK defined benefit pension?

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

Posted by Ryan Frost | Mar 28, 2020

Withdrawing UK pension in France

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

Posted by Ryan Frost | Mar 27, 2020

Why is my QROPS Expensive?

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

Posted by Ryan Frost | Mar 18, 2020

HMRC QROPS USA

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

Posted by Ryan Frost | Mar 04, 2020

International Private Pension Plan

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

Posted by Ryan Frost | Feb 07, 2020

Prudential – Taking your pension

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

Posted by Ryan Frost | Feb 04, 2020

UK savings account while living abroad

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

Posted by Ryan Frost | Jan 27, 2020

Transfer UK Pension to Canada RRSP

Retirement Planning in Canada – Canada RRSP Moving abroad can be equally as daunting as it may be exciting. Whilst moving abroad has several perks, maintaining a coherent financial plan

Posted by Ryan Frost | Jan 26, 2020

UK Pension Transfer to Canada – Still Possible?

UK Pension Transfer to Canada – Is it still possible? Introduction: Canada is a top destination for British Expats with a reported 600,000+ choosing to live in the country. With

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