News and Resources

News & Resources

Man planning retirement abroad with piggy bank, pound coins, passport, and financial documents

SIPPs

10 Mar 2026

What happens to my ISA if I move abroad

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



A senior man planning retirement in France, Spain, and Portugal

09 Mar 2026

Retirement Planning: tips for retirement in France, Spain or Portugal

The decision to plan your retirement is a major part of the many important financial decisions you may have made in your life as a UK national.

A grandfather handing a written will to a smiling father and young daughter at a wooden table.

25 Feb 2026

French Wills

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

Two professionals review financial reports and global data during finance planning session.

10 Feb 2026

Double Taxation Treaties and Overseas Pension Transfers

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

SIPPs

Retiring in Portugal

UK Pension Lifetime Allowance

Pension transfers outside EU

Pension Transfers

EU Taxation Matters

Expats Life

Offshore pension plans

Our most popular articles on financial planning

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.

Expats Life

April 10, 2024

Pension investment strategy

How to draft a pension investment strategy in uncertain times



Pension Transfers

March 9, 2024

UK Budget 2024

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



An elderly couple is updating their retirement accounts with paperwork and a calculator while studying pension plan documents.

Pension Transfers

February 17, 2024

Updating your pension plan

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



Smiling retired couple holding a map while planning retirement in a new country

Pension Transfers

December 22, 2023

Retirement planning: new year, new country?

A focus on retirement planning for the New Year.



Close-up of hands removing a wedding ring, illustrating multi-jurisdiction divorce and pension considerations

Expats Life

September 14, 2023

Multi-jurisdiction divorce and pensions

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



Pension Transfers

August 28, 2023

QROPS transfers guidance

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



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

Expats Life

June 19, 2023

Pension transfer regulation

New pension transfer regulation will help combat pension scams.



Senior couple outdoors on bench with laptop and tablet

Expats Life

April 11, 2023

Pensions for digital nomads

Mobile pensions are in vogue!



Stacks of coins and financial documents illustrating the abolition of the Lifetime Allowance in the UK budget

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.



Retired couple reviewing finances together on a smartphone

Expats Life

March 14, 2023

Solving the mobile employee pension conundrum

Mobile employee pension benefits for overseas workers.



Discussion of investment options using financial charts

Retirement in France

January 18, 2023

Investment options

Investors have a wider choice of options than ever before.



Hands reviewing financial documents with a calculator on a desk

Retirement in France

December 20, 2022

Personal pensions and IHT

UK personal pensions have fallen outside IHT rules in the past.



Pension Transfers

November 14, 2022

Looking for low investments

Market uncertainty increase demand for low risk investments.



Senior couple sitting at home reviewing financial documents with a laptop, planning their finances together.

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...



Financial advisors reviewing charts and discussing how to avoid unnecessary investment management fees

Retirement in France

September 12, 2022

How to avoid unnecessary investment management fees

Few things are more annoying than discovering hidden investment fees!



Coins stacked in soil with a growing plant and upward arrow symbolizing sustainable investment growth

Pension Transfers

August 2, 2022

Sustainable Investments

The evolution of sustainable investments.



Financial advisors presenting investment data while discussing the best SIPP options for EU residents

SIPPs

June 10, 2022

Best SIPP for EU residents

The appeal of a 'non-resident SIPP,' also referred to as an International SIPP.



Calculator and financial documents illustrating the truth about pension fees and charges

Retiring in Portugal

April 28, 2022

The truth about pension fees and charges

The quest for transparency!



Financial professionals analyzing charts and discussing investment risk management strategies

Retirement in France

January 15, 2022

Investment risk management

The principles of investment planning.



Hands counting euro banknotes on a desk with calculator and financial documents

Expats Life

October 21, 2021

Cash management in uncertain times

The importance of cash management in financial planning.



A professional financial advisor in a suit explaining a document to a senior couple during a consultation about wealth taxes.

EU Taxation Matters

August 17, 2021

Wealth Tax in Spain

Learn how to restructure your investments tax-efficiently.



Elderly hands placing euro banknotes into a glass jar labeled allowance

EU Taxation Matters

June 26, 2021

Lifetime Allowance changes

Increased speculation on how to balance the books!



Happy senior couple enjoying retirement in Italy with coastal view and wine

EU Taxation Matters

June 24, 2021

Retire in Italy | Some useful tips!

There are incentive programmes to retire in Italy.



Euro banknotes held by a man with the Portugal flag and rising financial charts in the background

Pension Transfers

May 1, 2021

The Portuguese compliant investment bond

Tax-efficient investments for expats in Portugal.



A passport is placed next to a calculator and handwritten notes in an investment planning notebook.

Expats Life

March 20, 2021

Investments and Brexit: the end of passporting

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



Piggy bank labeled pension with rolled euro notes and UK–EU themed background symbolizing post-Brexit pension transfers

Expats Life

February 3, 2021

QROPS tax on transfers post-Brexit

The challenge of forecasting the future of QROPS.



Judge’s gavel representing a legal or regulatory decision

Expats Life

September 5, 2020

QROPS Overseas Transfer Charge

The need for clarity on QROPS Overseas Transfer Charge exemptions.



Financial advisor consulting a couple on retirement and pension planning

EU Taxation Matters

May 25, 2020

Financial planning: time for a spring clean!

A checklist of areas for attention.



Piggy bank on a divorce agreement representing division of savings and pension assets.

Retirement in France

April 24, 2020

QROPS pensions and divorce

Assets held in a Malta QROPS are beyond the reach of British courts in the event of a separation or divorce.



Senior man in a blue shirt reviewing a financial report with a performance chart

Pension Transfers

April 16, 2020

DB pension scheme trustees allowed flexibility to cope with COVID-19

Testing times for DB pension scheme funding levels.

