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 | Feb 08, 2019

UK pension transfer to Ireland – What to consider

As we wait and see how Brexit will unfold, there is a lot of uncertainty and worry at the moment of what will happen next. Any expats who have left

UK Pension Transfer to Switzerland

Posted by Ryan Frost | Feb 06, 2019

UK Pension Transfer to Switzerland – Things to consider

There is good news for the UK and Switzerland relationship. The insurance sector post-Brexit will continue to trade freely. The two nations struck a deal at the World Economic Forum

Posted by Ryan Frost | Feb 04, 2019

UK pension transfer to Portugal

Are you one of the lucky expats living in Portugal?  A country filled with stunning sceneries, superb beaches, friendly locals and where the sun glows all summer long?  If you

UK pension transfer to Italy

Posted by Ryan Frost | Feb 01, 2019

UK Pension Transfer to Italy – How does it work?

Pensions are a key issue for many if not all European states. If you are thinking of moving back to Italy after having lived and worked in the UK, take

UK Pension transfer to Germany

Posted by Ryan Frost | Jan 28, 2019

UK Pension Transfer to Germany – Things to know

Do you hold UK pensions but are looking to move back to Germany? Company pensions have become more attractive than in the past due to changes in legislation and rules

UK pension transfer to Spain

Posted by Ryan Frost | Jan 25, 2019

UK pension transfer to Spain – Things to know

If you’re looking for somewhere relaxing and sunny to retire, then look no further,  Spain is the place for you. What more could you ask for than living in the

uk pension transfer to Canada

Posted by Ryan Frost | Jan 16, 2019

UK Pension transfer to Canada – What to consider

If you are one of many expats that have made Canada their home or indeed are planning to soon, the chances are you might have pensions that you have accumulated

Premier New Earth funds

Posted by Ryan Frost | Jan 11, 2019

Do you hold frozen Premier New Earth funds within a SIPP structure?

We have been working with a lot of expats which have been dealing with expensive and unsuitable solutions, high charges, bad advice and poor communication from their advisers to name

Posted by Ryan Frost | Dec 18, 2018

Do you hold a Johnston Press Pension?

Do you a hold a Johnston Press Pension? In mid-November the Johnston Press Pension Scheme headed to the Pension Protection Fund (PPF)as part of a deal to keep the publisher afloat.

Posted by Ryan Frost | Dec 11, 2018

Want to know more about QROPS exit penalties?

Why do trustees charge QROPS exit penalties? If you hold a UK pension and decide you want to retire abroad, then one option is that of a QROPS. A QROPS

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