News and Resources

News & Resources

EU Taxation Matters

13 Jan 2026

Capital Gain Tax

Budget statements are always preceded by a slew of rumours and conjecture. The 2025 UK Autumn budget was no exception.



08 Jan 2026

Best Places to Retire in Spain in 2026

Retiring in Spain has long been a goal for many British people, from those in their sixties to long-term expats currently working across the country who want to remain permanently.

11 Dec 2025

QROPS or SIPP?

Which is the best choice for a pension transfer, a QROPS or SIPP?

09 Dec 2025

The Golden Visa for Spain has ended: implications and options for retirement

Has the Spanish Golden Visa program been abolished?

SIPPs

Retiring in Portugal

UK Pension Lifetime Allowance

Pension transfers outside EU

Pension Transfers

EU Taxation Matters

Expats Life

Offshore pension plans

Our most popular articles on financial planning

Person holding smartphone beside laptop screen showing “PENSION INVESTMENT” with math icons on orange background.

Pension Investments

How we structure our pension investments can make the difference between a long, comfortable retirement and a daily struggle to maintain the lifestyle we want.

Expats Life

November 17, 2025



Person typing on a laptop displaying the words ‘Retirement Plan,’ representing online retirement planning and financial preparation.

Income in retirement options

Put an income generation strategy in place before it’s too late to change anything!

Retirement in Spain

October 10, 2025



Hand using a calculator on top of financial charts and graphs, representing investment analysis and financial data review.

Investment portfolios and risk management

Investment portfolios can become unbalanced due to the different elements performing at differing rates of growth.

Pensions Matters

August 23, 2025



AI and non-resident SIPPs

Benefits associated with AI and non-resident SIPPs

SIPPs

August 22, 2025



SIPPs for US residents

There are many expats with UK pensions living in the USA. It can be a challenge to get access to these pensions!

SIPPs

May 15, 2025



UK Inheritance Tax on Non-Resident Pensions

Taking proactive steps now is key to navigating IHT changes effectively and securing your financial legacy for the future.

Pensions Matters

April 20, 2025



Making the most out of the rule changes to QROPS

With the new rules in place, there are several issues that need to be considered.

QROPS

April 4, 2025



Hands covering the golden "TAX" letters on coin piles.

UK Inheritance Tax and New Long Term Non-Residence Rules

The recent UK Budget, like all major fiscal events, established clear winners and losers.

EU Taxation Matters

March 20, 2025



dynamic digital world map emphasize Western Europe continental for AI powered global network connectivity big data transfer cyber technology network information exchange

Defined Benefit Pension Transfers

Transferring your defined benefit pension is a major decision that can significantly impact your financial future.

Pension Transfers

March 11, 2025



Man, hands and coin in pension jar for investment, budget and security for future finance in home.

Retirement Decumulation

Retirement should be an exciting new chapter, but for those facing retirement decumulation, it often presents significant challenges that need to be addressed.

Offshore pension plans

February 7, 2025



Professional financial advisor reviewing legal documents related to QROPS pension transfer rule changes

QROPS transfers - rule changes

The recent UK budget has changed QROPS transfer rules and their tax treatment.

QROPS

February 6, 2025



Pension fraud and how to protect yourself

The introduction of the Pensions Act 2014 has resulted in a significant increase in pension fraud incidents in the UK.

Pension transfers outside EU

February 3, 2025



International group pension

HR departments can address the challenge of equalising retirement benefits for their multinational workforce by creating an international group pension scheme.

January 5, 2025



New year checklist: Financial Planning for Retirement

"Out with the old, in with the new." This year, take charge of your future with a solid financial planning checklist for success.

January 1, 2025



Who is not eligible for QROPS?

When considering an overseas pension transfer, it’s important to know that not all pension funds qualify as Recognized Overseas Pension Schemes (QROPS).

QROPS

December 19, 2024



Pension schemes in the UK and Spain compared

Comparing pension schemes in the UK and Spain: how do the two systems differ?

QROPS

December 19, 2024

