Retiring in Portugal

April 4, 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.

EU Taxation Matters

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.

Pension Transfers

March 11, 2025

Defined Benefit Pension Transfers

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

Pension transfers outside EU

February 3, 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.

Offshore pension plans

February 7, 2025

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.

QROPS

February 6, 2025

QROPS transfers - rule changes

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

QROPS

December 19, 2024

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

August 21, 2014

Choose your currency with a QROPS

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

Retirement in Spain

Retiring to Spain: Best Places

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.

Retirement in Spain

Cost of Living in Spain compared to the UK

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

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?

Retirement in France

Cost of living in France compared to the UK

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

QROPS

May 31, 2018

Cryptocurrencies for pension plans?

You might wonder how appropriate cryptocurrencies are for pension plans.

Expats Life

September 14, 2023

Multi-jurisdiction divorce and pensions

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

Pension Transfers

October 14, 2024

Tax-Efficient Investment Case Study

An example of a tax-efficient investment strategy

Pension Transfers

October 14, 2024

SIPP case study

When to opt for an International SIPP.

Pension Transfers

September 4, 2024

QNUPS and Estate Planning

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

EU Taxation Matters

August 10, 2024

Pensions review on the way

Will the forthcoming review offer any clarity on pension transfers?

Pension Transfers

September 1, 2024

QROPS or SIPP?

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

Expats Life

May 2, 2024

New Lifetime Allowance rules

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

Pension Transfers

March 9, 2024

UK Budget 2024

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

Expats Life

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.

Expats Life

April 10, 2024

Pension investment strategy

How to draft a pension investment strategy in uncertain times

Pension Transfers

December 22, 2023

Retirement planning: new year, new country?

A focus on retirement planning for the New Year.

Pension Transfers

February 17, 2024

Updating your pension plan

When making changes in life, you should also consider updating your pension plan.

Pension Transfers

August 28, 2023

QROPS transfers guidance

The Pensions Regulator's guidance notes on QROPS transfers are welcome.

Expats Life

June 19, 2023

Pension transfer regulation

New pension transfer regulation will help combat pension scams.

Expats Life

March 14, 2023

Solving the mobile employee pension conundrum

Mobile employee pension benefits for overseas workers.

Expats Life

April 11, 2023

Pensions for digital nomads

Mobile pensions are in vogue!

EU Taxation Matters

September 22, 2022

Wealth Tax in Andalucia eliminated

The much despised Wealth Tax in Andalucia has been eliminated following Juanma Moreno’s recent election victory...

Pension Transfers

August 2, 2022

Sustainable Investments

The evolution of sustainable investments.

Pension Transfers

November 14, 2022

Looking for low volatility investments

Market uncertainty increase demand for low risk investments.

Expats Life

October 21, 2021

Cash management in uncertain times

The importance of cash management in financial planning.

Retiring in Portugal

April 28, 2022

The truth about pension fees and charges

The quest for transparency!

Expats Life

March 20, 2021

Investments and Brexit: the end of passporting

The provision of cross-border financial services hits a roadblock.

EU Taxation Matters

August 17, 2021

Wealth Tax in Spain

Learn how to restructure your investments tax-efficiently.

EU Taxation Matters

June 24, 2021

Retire in Italy | Some useful tips!

There are incentive programmes to retire in Italy.

EU Taxation Matters

June 26, 2021

Lifetime Allowance changes

Increased speculation on how to balance the books!

Pension Transfers

May 1, 2021

The Portuguese compliant investment bond

Tax-efficient investments for expats in Portugal.

Expats Life

February 3, 2021

QROPS tax on transfers post-Brexit

The challenge of forecasting the future of QROPS.