Expat Financial Advice Articles

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

What we're about…

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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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

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

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