Not that long ago retirement options for most of us in the EU were simple..
Qualifying Non-UK Pension Schemes (QNUPS) are useful for UK expats to plan for future inheritance tax liabilities and provide additional retirement income.
We are often asked whether a pension transfer is best to a QROPS or SIPP
The UK Budget 2024 was primed to be an important event in the financial calendar
Christmas is often a time for reflection. How was the past year? What will the new one be like? For some..
Andy Warhol once said, “They always say time changes things, but you have to change them yourself...
The financial industry welcomed the Pensions Regulator's guidance notes on QROPS transfers...
Sustainable investments have come a long way since the days of simply excluding shares in funds that invest in ‘Bombs, Booze and Baccy..
The fall in global stock markets in 2022 has resulted in many people searching for low volatility investments....
Trying to understand investment management fees can be a challenge for investors...
The Portuguese compliant investment bond plays an important role in financial planning for expats...
The recent stock market sell-off caused by the COVID-19 virus has created unwanted consequences for pension trustees...
Decisions regarding Defined Benefit pension transfers for Expats should not be taken lightly..
Changes to Malta regulations regarding UK pension transfers have been introduced to improve the quality of QROPS advice..
One of the issues faced by expats wishing to transfer their UK pension plans is whether to move to a QROPS or iSIPP ..
There will inevitably be investment regulation changes post-Brexit. The rules on how expats purchase investment funds..
For the last 3 months, it looked and sounded like the Prime Minister had placed a bet on Brexit happening...
Brexit may create further potential issues for those who are either planning to move to Spain or who realise..
Where there’s a Spanish will, there’s a way to reduce inheritance taxes on your estate in Spain...
Significant changes to the Malta QROPS rules regarding investment management
Spanish pensions for expats are a rare commodity..
Sustaining pension income in retirement is a common concern for most of us..
How suitable are cryptocurrencies for pension plans you may ask? There are literally thousands of cryptocurrencies available globally..
Retirement is an exciting time for many of us, but not for those who experience retirement decumulation..
Ever since the UK voted to leave the EU, there has been speculation about the Brexit impact on the city of London...
Just when we thought that electioneering was the favourite pastime of politicians on mainland Europe..
The rules relating to the taxation and regulation of overseas pension schemes..
The old saying goes, ‘I have good news and bad news, which would you like to hear first?’. Given this choice..
Wouldn’t it be great if, amongst all the excitement and hype...
Retiring to the Algarve in Portugal can be an attractive proposition for many expats...
The media has been buzzing recently with revelations about how HSBC has assisted..
From time to time we all find ourselves having to transfer funds abroad...
Whether you live in France, Spain, Canada, Australia, or some other far-flung region of the world...
