What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »
Posted by Josh Maunder | Apr 07, 2025
How to Apply for an NT Tax Code for UK Pensions
If you’re a non resident expat receiving a UK pension, you may be eligible to receive your pension income tax-free in the UK by applying for an NT code. This…
Posted by Stuart Dunn | Apr 03, 2025
The Reality of Sustainable Investing – ESG and SDG
Sustainable Investing, Environmental, Social, and Governance (ESG) and Sustainable Development Goals (SDGs) have become buzzwords in the investment industry. But what do they mean and how do they impact investing?…
Posted by Josh Maunder | Mar 31, 2025
Can I Transfer My Irish Pension? A Guide to IORPS for Expats
If you’re an expat with an Irish pension, you may be wondering if transferring it could offer you more flexibility, better tax advantages, or expanded investment options. For many expats,…
Posted by Josh Maunder | Mar 24, 2025
Novia Global Review 2025: One of the Best UK SIPPs for Expats?
Interested in a Novia Global Review 2025? For expats seeking a cost-effective and flexible pension solution, the Novia Global UK SIPP remains one of the most competitive options available in…
Posted by Josh Maunder | Mar 17, 2025
QROPS in 2025: What Expats Need to Know
Looking for a QROPS in 2025? The UK Labour government’s 2024 Autumn Budget has brought significant changes to the pension transfer landscape, particularly affecting Qualifying Recognised Overseas Pension Schemes (QROPS).…
Posted by Josh Maunder | Jan 14, 2025
UK Pension Consolidation: Should I Merge My Pension Pots?
Many UK expats find themselves managing multiple pension pots after working for several employers before moving abroad. While having more than one pension might seem like a good thing, it…
Posted by Ryan Frost | Nov 07, 2024
Living Abroad: A Guide for American Expatriates
Have you ever dreamt of residing overseas? Like many Americans today, you may be interested in a life overseas. While a move abroad requires careful consideration, it can be a…
Posted by Josh Maunder | Sep 16, 2024
What Happens To My ISA Now that I Live Abroad?
What happens to my ISA now that I live abroad? For British expats, managing investments can be a complex process, especially when it comes to UK Individual Savings Accounts (ISAs).…
Posted by Josh Maunder | Sep 05, 2024
UK Pension Options for Expats: Why You Don’t Have to Settle for a 100% Lump Sum
Wondering about the UK Pension Options for Expats? If you’re a UK expat living overseas, you may have been told that your only option for accessing your UK pension is…
Posted by Josh Maunder | Aug 29, 2024
Is My UK Pension Big Enough to Retire Abroad?
For many, the opportunity to retire abroad is an enticing prospect. Whether it’s the allure of a warmer climate, stunning natural surroundings, or the potential financial benefits (such as lower…