Articles & resources

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.

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

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.

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).

Expatriates planning to retire outside the United Kingdom will likely make most of their purchases in a currency other than British pounds.

Retiring to Spain: best places. As you near retirement, consider Spain as your new home. With its beautiful regions, inviting coastlines, and vibrant cities, Spain presents a wonderful option for an enriching retirement.

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.

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

When comparing pension schemes in the UK and France, they are often at opposite ends of the spectrum.

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

You might wonder how appropriate cryptocurrencies are for pension plans.

Divorce can be a challenging process, even under the best circumstances.

An example of a tax-efficient investment strategy

When to opt for an International SIPP.

Qualifying Non-UK Pension Schemes (QNUPS) help British expats plan for future IHT liabilities.

Will the forthcoming review offer any clarity on pension transfers?

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

Full transparency on fees and charges is a requirement for all parties involved in pension transfers.

There have been additional changes to the rules concerning the Lifetime Allowance.

The UK Budget for 2024 was a key event in the financial calendar.

No one anticipated the removal of the LTA in the Budget, despite the rumours that had been circulating.

How to draft a pension investment strategy in uncertain times

A focus on retirement planning for the New Year.