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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IRAs for US Non-Residents - Account being Closed

Posted by James Rayburn - DipPFS | Mar 30, 2022

IRAs for US Non-Residents – Account being Closed

IRAs for US Non-Residents – Account being Closed. An Individual Retirement Account (IRA) is a US tax advantaged account that allows you to save for retirement. IRAs can be opened

Is UK Pension Plan Income Taxable in US?

Posted by James Rayburn - DipPFS | Mar 01, 2022

Is the UK 25% PCLS tax free in the US?

Is the UK 25% PCLS tax free in the US? When pension benefits are built up in the UK, HMRC allow you to take 25% of the value as a

Is UK Pension Plan Income Taxable in US?

Posted by Ryan Frost | Feb 03, 2022

Is UK Pension Plan Income Taxable in the US?

Is UK Pension Plan Income Taxable in the US? In short, yes. Irrelevant of how the UK views these personal pension payments, the IRS will be collecting tax on any

No American QROPS – You can still transfer UK Pensions

Posted by James Rayburn - DipPFS | Feb 10, 2021

US Resident Receiving a UK Pension

US Resident Receiving a UK Pension Cross-border financial planning can become incredibly complex, especially when you factor in different jurisdictions and tax authorities, such as the IRS and HMRC. As

Posted by Jack Camille - IAD | Aug 07, 2020

Reporting Your UK Pension SIPP/QROPS USA

Reporting Your UK Pension SIPP/QROPS USA Tax reporting and compliance is a key requirement for anyone’s financial assets but never more so than in the United States. If you have

Can I transfer my UK pension to my US 401K?

Posted by Jack Camille - IAD | Jul 07, 2020

401K Rollover for Expats

401K Rollover for Expats Are you an ex-pat living in the United States? Are you a US ex-pat now living outside of the US? If so the likelihood is that

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