For many, the opportunity to retire abroad is an enticing prospect. Whether it’s the allure of a warmer climate, stunning natural surroundings, or the potential financial benefits (such as lower…

Researching UK Pension Transfer for Canadian Residents? Doing so is never simple. This article explores some of the complexities of transferring UK Pensions to Canada for British Expats. UK Pensions…

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…

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…

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…

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…

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…

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 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…

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…