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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.
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Our team regularly puts together blog posts about the current market situation or relevant topics.
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We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Ryan Frost | Sep 08, 2025
What is the QROPS List?
If you are a UK expat living overseas or considering retirement abroad, you may already have come across the term QROPS. Standing for Qualifying Recognised Overseas Pension Scheme, QROPS has…
Posted by Ryan Frost | Sep 05, 2025
Where is QROPS Still Available?
For many British expatriates, a Qualified Recognised Overseas Pension Scheme (QROPS) once offered an attractive way to transfer pension savings abroad. However, the landscape has changed dramatically in recent years.…
Posted by Josh Maunder | Apr 14, 2025
QROPS Complaints: Are You Paying Too Much?
If you have a QROPS (Qualifying Recognised Overseas Pension Scheme) but are dissatisfied with high fees, poor investment performance, or lack of proactive advice, you are not alone. Many expats…
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 Ryan Frost | Mar 30, 2022
When should I use a QROPS?
When should I use a QROPS? Qualifying Recognised Overseas Pension Scheme are foreign pension schemes that are recognised by HMRC and meet UK tax legislation requirements. Where are QROPS based?…
Posted by Ryan Frost | Jan 22, 2022
QROPS for US Residents – What you should know
QROPS for US Residents QROPS for US residents – are they still a viable solution? From 2014, transfers to QROPS were an efficient way to transfer a UK pension plan…
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…
Posted by Ryan Frost | Apr 11, 2019
QROPS or ROPS in Ireland – What you should know
For expats concerned about the impact of Brexit on their UK pension pots a QROPS, or ROPS in Ireland, could provide the ideal solution. With the ongoing Brexit and the…
Posted by Ryan Frost | Dec 11, 2018
Want to know more about QROPS exit penalties?
Why do trustees charge QROPS exit penalties? If you hold a UK pension and decide you want to retire abroad, then one option is that of a QROPS. A QROPS…
Posted by Ryan Frost | Aug 31, 2018
No American QROPS – You can still transfer UK Pensions
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…