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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Overseas Transfer Charge (OTC) after Brexit

Posted by Jack Camille - ACSI | Jun 15, 2022

Overseas Transfer Charge (OTC) after Brexit

A closer look at the Overseas Transfer Charge and the implications after Brexit. In March 2017 the UK Government introduced a new rule which applied to any UK pension transfer

Pension Transfer Analysis Report (TVAS)

Posted by Jack Camille - ACSI | Apr 11, 2022

Low Cost UK Pension Transfer Advice

Low Cost UK Pension Transfer Advice. Pensions are built up over a lifetime of working. If you are thinking of transferring your pension, it’s important to ensure the advice cost

UK Defined Benefit pension transfer advice expensive

Posted by Jack Camille - ACSI | Feb 02, 2022

Why is UK Defined Benefit pension transfer advice so expensive?

Why is UK Defined Benefit pension transfer advice so expensive? UK Defined Benefit Transfer Advice has steadily been increasing over the last few years. This article will look into the

Canadian QROPS

Posted by James Rayburn - DipPFS | May 13, 2019

No Canadian QROPS – you can still transfer UK Pensions

Did you know that HMRC has cut all Canadian QROPS? In February 2017 Her Majestys Revenue and Customs (HMRC) decided to cut all Canadian QROPS / ROPS (Qualified/ Recognised Overseas Pensions

French PERP/QROPS

Posted by Jack Camille - ACSI | Sep 04, 2018

No French PERP/QROPS – You can still transfer

Are you aware that HMRC has cut all French PERP/QROPS? As of December 2016, all French PERP/QROPS were delisted by HMRC.  A PERP (Plan d’Epargne Retraite Populaire) is a long-term savings

expat teachers

Posted by James Rayburn - DipPFS | Sep 06, 2017

The difference between QROPS and SIPP pensions – Taking your pension abroad

Retiring abroad? What is the difference between QROPS and SIPP? Does a warmer climate, lower tax and a relaxed lifestyle get you dreaming of life abroad? These dreams are undoubtedly

pension sipp

Posted by Ryan Frost | Sep 04, 2017

Pension Transfer Values

pension transfer values Lump sum or regular income… what’s your best option? With previous employers offering huge pension transfer values and schemes being more flexible than you thought. What is

Posted by Andra Popovici | May 23, 2017

Expat exchange rate vs triple lock pension guarantee

A number of the UK’s expats believe that the exchange rate could have more of an impact on their finances than the uncertainty surrounding the triple lock pension guarantee. State

transfer uk pension to usa

Posted by Ryan Frost | Nov 14, 2014

Transfer UK Pension to the USA – US QROP / US SIPP

Wondering how to transfer your UK pension to the USA? What is the solution?…US QROPS Understanding US QROPS (Qualifying Recognised Overseas Pension Schemes) If you have savings in an existing

france qrops

Posted by Ryan Frost | Mar 08, 2014

UK Pension Transfers – France QROPS / SIPP

UK Pension Transfers – France QROPS or SIPP Do you live, are retired or work in the France? Wondering how to transfer or consolidate your UK pensions? Is a France

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