‘Closed Book’ bonds, what are they? Quite simply, they are Insurance & Investment policies that are now closed to new business and are no longer sold. However, they still remain…

Working for either the same or multiple companies over the years, makes it hard to know your pension worth. Many people lose track or even forget about some of their…

Expat Pension Sharing Order for UK Company Pensions Pension sharing order for UK company pensions has become more and more common in recent times. The process itself is not overly…

Do you hold a Ford UK pension? If you are part of the Ford UK Pension scheme then it is likely you have received a newsletter from the Ford UK…

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 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…

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…

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 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 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…