UK SIPP Abroad as a Non-Resident One of the main concerns Expats have when moving abroad is managing their retirement provisions and pension pots. Cross-border financial planning has been a…

US Resident Receiving a UK Pension Cross-border financial planning can become incredibly complex, especially when you factor in different jurisdictions and tax authorities, such as the IRS and HMRC. As…

Transfer Workplace Pension to an International SIPP Do you want to transfer your workplace pension to an International SIPP? Do you hold old workplace pensions in the UK which you…

ReAssure Pension Transfer (For non UK residents only) Do you hold a UK ReAssure Pension? Are you unable to access the monies and investments in your ReAssure Pension? Does your…

UK Pension after Brexit (Please note this article does not apply to UK State pensions) With Brexit now completed there are many concerns and unanswered questions regarding the effects on…

Reporting Your UK Pension SIPP/QROPS USA Tax reporting and compliance is a key requirement for anyone’s financial assets but never more so than in the United States. If you have…

401K Rollover for Expats Are you an ex-pat living in the United States? Are you a US ex-pat now living outside of the US? If so the likelihood is that…

What is Flexi-Access Drawdown for expats? Flexi-access drawdown is a pension solution that allows you to access your pension fund whenever you like, however you like. Any monies not withdrawn…

Pension Transfer Costs Are you looking at transferring your UK pensions, but unsure as to what a pension transfer costs? When moving abroad, one of your biggest concerns might be…

Offshore Bond vs Global Investment Platform If you have worked in the UK, you might have built up a pension pot through your employer. You have now moved abroad and…