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 | Oct 26, 2018

Retire in the South of Italy

Thinking of moving to the South of Italy? Have you ever thought of living in the South of Italy?  Enjoying the stunning beaches and sunsets all year along? Why not

brooklands sipp

Posted by Ryan Frost | Oct 25, 2018

Do you hold a Brooklands SIPP?

Brooklands SIPP First of all, if you are a Brooklands SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Brooklands

French PERP/QROPS

Posted by Ryan Frost | Sep 04, 2018

No French PERP/QROPS – You can still transfer

Are you aware that HMRC has cut all French PERP/QROPS? As of December 2016, all French PERP/QROPS were delisted by HMRC.  A PERP (Plan d’Epargne Retraite Populaire) is a long-term savings

No American QROPS – You can still transfer UK Pensions

Posted by Ryan Frost | Aug 31, 2018

No American QROPS – You can still transfer UK Pensions

Are you aware that HMRC has cut all American QROPS? From the 9th March 2017, the Chancellor of the Exchequer announced in his annual budget the introduction of an Overseas Transfer

Norway Expats - Oil and Gas - Financial Advice

Posted by Ryan Frost | Aug 28, 2018

Norway Expats – Oil and Gas – Financial Advice?

Norway Expats – Oil and Gas – Financial Advice Norway has one of the highest numbers of expats working in the oil and gas industry within Europe. Many of which

financial advice for expats in dordogne

Posted by Ryan Frost | Aug 26, 2018

Financial Advice for expats in Dordogne

Financial advice for expats in Dordogne Dordogne has long been a favourite with British expats thanks to its picture-perfect countryside, fantastic weather and renowned food and wine. Many have “holiday” home

Fee based financial advice Spain

Posted by Ryan Frost | Aug 26, 2018

Fee based financial advice Spain

Fee based financial advice Spain Spain has the highest numbers of British Expats throughout the world. It is easy to see why with the climate, food and low cost of

BT pension transfer advice

Posted by Ryan Frost | Aug 21, 2018

BT Pension Transfer Advice | Should you transfer?

Do you hold a BT Pension? – BT pension transfer advice The BT pension scheme currently has one of the largest pension deficits throughout the world.  More recently it was in the news

Posted by Ryan Frost | Aug 21, 2018

Do you have a Halliburton Pension?

Halliburton Pension- Background Halliburton Company is an American multinational corporation. One of the world’s largest oil field service companies, it has operations in more than 70 countries.It owns hundreds of subsidiaries, affiliates, branches,

QROPS

Posted by Ryan Frost | Jul 27, 2018

Portugal – QROPS, and Taking Your Pension Tax Free!

If you are one of the many Brits looking at a retirement offshore? Or just considering a change of lifestyle and becoming an expat, Portugal could be the place for

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