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 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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When should I use a QROPS?

Posted by Jack Camille - ACSI | Feb 21, 2022

What Is The Difference Between A Defined Benefit and Defined Contribution Pension?

What is the difference between a defined benefit and defined contribution pension? In the UK there is a large emphasis on individuals having adequate provisions at retirement. Because of this,

IRAs for US Non-Residents - Account being Closed

Posted by Ryan Frost | Oct 14, 2021

As an American expat, why is my IRA being closed?

If you are a former US resident who has previously contributed to an individual retirement account (IRA), your provider may have advised you that they are closing your account as

transfer my UK Pension to UAE

Posted by Jack Camille - ACSI | Mar 07, 2019

How to transfer my UK Pension to the UAE?

Are you a UAE resident and thinking of transferring your UK pension? Or perhaps you have heard that by moving there you can get a UK Pension transfer to the

Transfer your UK Pension to Japan

Posted by Jack Camille - ACSI | Mar 05, 2019

Thinking of getting a UK Pension transfer to Japan?

Although the number of UK expats in Japan is only circa 15,000, due to the high number of people relocating for work there is a large amount with UK pension

Posted by James Rayburn - DipPFS | Feb 15, 2019

UK pension transfer to South Africa – Should you transfer?

Are you one of the many expats living in the beautiful multicultural country with a wonderful climate?  South Africa is an outstanding country surrounded by nature and sunshine.  If you

uk pension transfer to New Zealand

Posted by James Rayburn - DipPFS | Feb 13, 2019

UK pension transfer to New Zealand – What to think about

Are you one of the many expats that have found their ideal destination in New-Zealand?  That mix between country and city life? If you are one of the lucky expats

uk pension transfer to Canada

Posted by James Rayburn - DipPFS | Jan 16, 2019

UK Pension transfer to Canada – What to consider

If you are one of many expats that have made Canada their home or indeed are planning to soon, the chances are you might have pensions that you have accumulated

Premier New Earth funds

Posted by Ryan Frost | Jan 11, 2019

Do you hold frozen Premier New Earth funds within a SIPP structure?

We have been working with a lot of expats which have been dealing with expensive and unsuitable solutions, high charges, bad advice and poor communication from their advisers to name

How much is your pension worth?

Posted by James Rayburn - DipPFS | Dec 07, 2018

Pension worth – What is your pension value?

Working for either the same or multiple companies over the years, makes it hard to know your pension worth. Many people lose track or even forget about some of their

Posted by James Rayburn - DipPFS | Oct 26, 2018

Retire in the South of Italy

Thinking of moving to the South of Italy? Have you ever thought of living in the South of Italy?  Enjoying the stunning beaches and sunsets all year along? Why not

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