Expat Financial Advice Articles

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

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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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Transact SIPP pension

Posted by Ryan Frost | Dec 08, 2021

Transact SIPP Pension When Living Abroad

Do you Hold a Transact SIPP Pension and Live Abroad? As a non-UK resident, you may have been notified that you must transfer out of your Transact SIPP as they

How long should a UK pension transfer take?

Posted by Ryan Frost | Dec 08, 2021

How Long Should a UK Pension Transfer Take?

If you are a non-UK resident, you may have a UK pension which you are looking to transfer. This could be due to inflexibility regarding access, or high fees within

Is the UK 25% PCLS tax free in the US?

Posted by Ryan Frost | Nov 26, 2021

How are UK Pension Lump Sums Taxed in France?

How are UK pension lump sums taxed in France? It may be the case that you are looking to take a lump sum from your UK pension instead of a

Offshore Bond to Assurance Vie Transfer

Posted by Ryan Frost | Nov 26, 2021

Offshore Bond to Assurance Vie Transfer

Offshore Bond to Assurance Vie Transfer An Offshore Bond to Assurance Vie Transfer may allow you to bring your existing assets in line with your position as a French resident.

QROPS still available in Europe

Posted by Ryan Frost | Nov 15, 2021

QROPS still available in Europe

Brexit uncertainty has led many to speculate that QROPS and its associated benefits might be closed, but at present this popular pension scheme is still available in Europe. The UK

French Tax Implications of a UK SIPP

Posted by Ryan Frost | Nov 10, 2021

What Are the French Tax Implications of a UK SIPP?

What are the French Tax Implications of a UK SIPP? Many individuals with a UK pension move to France each year, and are concerned as to how the income is

US IRA distributions taxable in France

Posted by Ryan Frost | Nov 04, 2021

Are US IRA Distributions Taxable in France?

Are US Individual Retirement Accounts (IRA) distributions taxable in France? This is dependant on whether you are classified as a French resident for tax purposes. A simple rule for residency

UK Inheritances Taxed in France

Posted by Ryan Frost | Nov 02, 2021

Are UK Inheritances Taxed in France?

Are UK Inheritances taxed in France? Individuals may have received a UK inheritance whilst resident in France, and are wondering what the French tax implications are. What is a UK

Novia Global Review 2021

Posted by Ryan Frost | Oct 28, 2021

Novia Global Review 2022

As Novia Global’s popularity has grown we thought it would be helpful to review their global investment account/platform (GIA). Importantly this review is for the platform in isolation and not

Best QROPS Providers 2021 Harrison Brook

Posted by Ryan Frost | Oct 28, 2021

Best QROPS Provider 2022 – Things to consider

Which is the best QROPS Provider in 2022? A QROPS (Qualifying-Recognized Overseas Pension Scheme) is an international pension scheme, which allows you to transfer your UK pension funds away from

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