News & Resources

The Lifetime Allowance (LTA) was abolished in April 2024, but this wasn’t the end of the story. New regulations were introduced; pension holders still have to be aware of how they might be affected and what they can do to mitigate any adverse effects.

Moving abroad for retirement is a significant decision, and for UK citizens, Portugal remains one of the most attractive destinations in Europe.

Many UK investors ask the same question before relocating overseas: “What happens to my ISA if I move abroad?”

Planning your retirement is one of the many important financial decisions you may have to make in your life as a UK national.

Before moving, it's important to compare the cost of living in France with that in the UK.

Where there's a will, there's a way to reduce taxes!

Individual States often have their own tax rules regarding the treatment of pensions.

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.

Managing your investments after moving abroad presents a mix of challenges and opportunities.

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

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

Has the Spanish Golden Visa program been abolished? 

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.

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

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

Benefits associated with AI and non-resident SIPPs

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

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

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

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

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

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

The recent UK budget has changed QROPS transfer rules and their tax treatment. Overseas Transfer Charge (OTC) of 25% now applies to EU/EEA countries too.

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

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

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

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

Cost of living in Spain: What's it like for the 284,000 British people that currently live and work there?

Make your life easier by obtaining proper financial advice in Spain!

QROPS pension transfers involve moving UK pensions to a Qualifying Recognised Overseas Pension Scheme.