Expat Financial Advice Articles

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

What we're about…

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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International Private Pension Plan

Posted by James Rayburn - DipPFS | Apr 06, 2022

International Private Pension Plan – What You Should Know

What is an International Private Pension Plan? As a non-UK resident, you may be wondering what your options are with regards to transferring your UK pensions, or perhaps even your

How long should a UK pension transfer take?

Posted by Jack Camille - IAD | 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

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

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

divorce and pension sharing as an expat

Posted by Ryan Frost | Apr 06, 2021

Divorce and pension sharing as an expat

Divorce and pension sharing as an expat? Pension Sharing Orders for UK company pensions are increasingly common and relatively straightforward. However, if you are an expat with a UK–based pension,

Posted by Jack Camille - IAD | Feb 16, 2021

Transfer Personal Pension to International SIPP

Transfer Personal Pension to International SIPP Do you hold a UK personal pension? Do you require access to a personal pension in the UK? Perhaps you need to transfer your

reassure

Posted by Jack Camille - IAD | Jan 29, 2021

ReAssure Pension Transfer for Non UK Residents

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

pension transfer costs

Posted by James Rayburn - DipPFS | Jun 26, 2020

Pension Transfer Costs

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

Expat Frozen Pension

Posted by Jack Camille - IAD | May 22, 2020

Expat Frozen Pensions

Expat Frozen Pensions Do you hold one or more Expat Frozen pensions? Have you built up numerous pension pots with previous employers? Are you wanting to access your frozen pension

Posted by Jack Camille - IAD | May 21, 2020

QROPS UK to USA

QROPS UK to USA Do you hold UK pensions you wish to transfer to the USA? Do you live in the USA with no intention to return? Do you hold

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