Expat Financial Advice Articles

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

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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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When should I use a QROPS?

Posted by Jack Camille - ACSI | 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?

When should I use a QROPS?

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

Best QROPS Providers 2021 Harrison Brook

Posted by James Rayburn - DipPFS | 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

QROPS in Ireland

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

No American QROPS – You can still transfer UK Pensions

Posted by Jack Camille - ACSI | 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

QROPS

Posted by James Rayburn - DipPFS | Jul 27, 2018

Portugal – QROPS, and Taking Your Pension Tax Free!

If you are one of the many Brits looking at a retirement offshore? Or just considering a change of lifestyle and becoming an expat, Portugal could be the place for

Capita Oak

Posted by Jack Camille - ACSI | Apr 25, 2018

Pension Sharing Order for a QROPS

Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process

Posted by Jack Camille - ACSI | Mar 21, 2018

Do you have a Britannia QROPS?

Britannia QROPS? If you have previously lived in New Zealand then there is a good chance you hold a Britannia QROPS. First of all,  let me make clear that Britannia Financial Services

QROPS Complaints

Posted by Jack Camille - ACSI | Mar 08, 2018

QROPS Complaints! Have you been missold a QROPS?

QROPS Complaints Have you been mis-sold a QROPS? Are you currently in a Maltese or Gilbrator QROPS but don’t know why and are now locked in with expensive annual management

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