Expat Financial Advice Articles

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

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Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Posted by Ryan Frost | Jul 07, 2020

What is Flexi-Access Drawdown for expats?

What is Flexi-Access Drawdown for expats? Flexi-access drawdown is a pension solution that allows you to access your pension fund whenever you like, however you like. Any monies not withdrawn

pension transfer costs

Posted by Ryan Frost | Jun 26, 2020

Pension Transfer Costs

Pension Transfer Costs Are you looking at transferring your UK pensions, but unsure as to what a pension transfer costs? When moving abroad, one of your biggest concerns might be

Posted by Ryan Frost | Jun 26, 2020

Offshore Bond vs Global Investment Platform

Offshore Bond vs Global Investment Platform If you have worked in the UK, you might have built up a pension pot through your employer. You have now moved abroad and

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

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