Pension Transfers
Managing your investments after moving abroad presents a mix of challenges and opportunities.
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.
With the new rules in place, there are several issues that need to be considered.
Transferring your defined benefit pension is a major decision that can significantly impact your financial future.
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.
Qualifying Non-UK Pension Schemes (QNUPS) help British expats plan for future IHT liabilities.
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.
How to draft a pension investment strategy in uncertain times
When making changes in life, you should also consider updating your pension plan.
A focus on retirement planning for the New Year.
Divorce can be a challenging process, even under the best circumstances.
The Pensions Regulator's guidance notes on QROPS transfers are welcome.
New pension transfer regulation will help combat pension scams.
No one anticipated the removal of the LTA in the Budget, despite the rumours that had been circulating.
Tax-efficient investments for expats in Portugal.
Testing times for DB pension scheme funding levels.
The answer depends on how pension legislation evolves in the wake of the upcoming UK and EU trade negotiations.
The first step is to sit down with an experienced financial adviser to discuss your personal situation and requirements.
Cash-flow modelling is fundamental to accurate and quality retirement advice.
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