Categories

Expats Life

Landscape with Anfi beach, Gran Canaria, Spain
December 9, 2025
The Golden Visa for Spain has ended: implications and options for retirement

Has the Spanish Golden Visa program been abolished? 

Person holding smartphone beside laptop screen showing “PENSION INVESTMENT” with math icons on orange background.
November 17, 2025
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.

Hands covering the golden "TAX" letters on coin piles.
March 20, 2025
UK Inheritance Tax and New Long Term Non-Residence Rules

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

dynamic digital world map emphasize Western Europe continental for AI powered global network connectivity big data transfer cyber technology network information exchange
March 11, 2025
Defined Benefit Pension Transfers

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

Retired British couple smiling while using a smartphone with a glowing digital lock icon, representing secure online access, data protection, and digital safety.
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.

Charts and euro banknotes illustrating investment charges
Investment charges

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

Holding euro banknotes beside a calculator illustrating new lifetime allowance rules
May 2, 2024
New Lifetime Allowance rules

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

Top-down illustration of a retired couple using a calculator, counting coins, and going over financial charts and documents at a wooden table to symbolize retirement financial planning and strategy.
April 10, 2024
Pension investment strategy

How to draft a pension investment strategy in uncertain times

Close-up of hands removing a wedding ring, illustrating multi-jurisdiction divorce and pension considerations
September 14, 2023
Multi-jurisdiction divorce and pensions

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

Close-up of a judge’s gavel and scales of justice on a desk, with legal documents and a professional reviewing paperwork in the background
June 19, 2023
Pension transfer regulation

New pension transfer regulation will help combat pension scams.

Stacks of coins and financial documents illustrating the abolition of the Lifetime Allowance in the UK budget
March 19, 2023
Abolition of the LTA in the UK Budget

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

Calculator and financial documents illustrating the truth about pension fees and charges
April 28, 2022
The truth about pension fees and charges

The quest for transparency!

February 3, 2021
QROPS tax on transfers post-Brexit

The challenge of forecasting the future of QROPS.

September 5, 2020
QROPS Overseas Transfer Charge

The need for clarity on QROPS Overseas Transfer Charge exemptions.

Financial planning: time for a spring clean!

A checklist of areas for attention.

July 19, 2018
Pension freedoms are not free!

Change is not always a good thing!

July 5, 2018
Brexit risks for pensions

Consider whether to transfer your pensions to a more appropriate environment.