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News & Resources

Wooden blocks spelling "Offshore Bonds" placed on financial reports with investment charts, calculator, and global wealth management documents.
02 Jun 2026
What is an Offshore Bond?

International mobility can create both planning opportunities and tax complexities, making it important to regularly review investment structures and long-term financial strategy.

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Smiling British couple planning finances, putting coins in a piggy bank with a globe, travel items, and calculator—symbolizing retirement and overseas pension planning.
15 Apr 2026
Retiring and transferring pension abroad
Planning for retirement early can help expats feel more confident and less anxious about managing assets spread across multiple countries and tax authorities.
Hands holding €100 euro banknotes on a desk with a calculator, check, notebook, and pen.
03 Apr 2026
Lifetime Allowance Explained
The Lifetime Allowance (LTA) was abolished in April 2024, but this wasn’t the end of the story. New regulations were introduced; pension holders still have to be aware of how they might be affected and what they can do to mitigate any adverse effects.
Man planning retirement abroad with piggy bank, pound coins, passport, and financial documents
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?”
Investments for Retirement
SIPPs
Retiring to Portugal
UK Pension Lifetime Allowance
Retirement in Spain
Retirement in France
QROPS
Pensions Matters
Pension transfers outside EU
Pension Transfers
EU Taxation Matters
Expats Life

Our most popular articles on financial planning

Financial advisor meeting with clients to review a SIPP case study and financial planning
Pension Transfers
14 Oct 2024
SIPP case study
When to opt for an International SIPP.
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Close-up of coins stacked in rows with small plants growing from each pile, illustrating the concept of saving and wealth accumulation.
Pension Transfers
04 Sep 2024
QNUPS and Estate Planning
Qualifying Non-UK Pension Schemes (QNUPS) help British expats plan for future IHT liabilities.
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Financial advisor meeting with a retired couple at home, reviewing retirement and investment documents together with charts, a laptop, and financial reports on a coffee table.
EU Taxation Matters
10 Aug 2024
Pensions review on the way
Will the forthcoming review offer any clarity on pension transfers?
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Charts and euro banknotes illustrating investment charges
Retirement in France
16 May 2024
Investment charges
Full transparency on fees and charges is a requirement for all parties involved in pension transfers.
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Holding euro banknotes beside a calculator illustrating new lifetime allowance rules
Expats Life
02 May 2024
New Lifetime Allowance rules
There have been additional changes to the rules concerning the Lifetime Allowance.
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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
10 Apr 2024
Pension investment strategy
How to draft a pension investment strategy in uncertain times
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Pension Transfers
09 Mar 2024
UK Budget 2024
The UK Budget for 2024 was a key event in the financial calendar.
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An elderly couple is updating their retirement accounts with paperwork and a calculator while studying pension plan documents.
Pension Transfers
17 Feb 2024
Updating your pension plan
When making changes in life, you should also consider updating your pension plan.
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Smiling retired couple holding a map while planning retirement in a new country
Pension Transfers
22 Dec 2023
Retirement planning: new year, new country?
A focus on retirement planning for the New Year.
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Close-up of hands removing a wedding ring, illustrating multi-jurisdiction divorce and pension considerations
Expats Life
14 Sep 2023
Multi-jurisdiction divorce and pensions
Divorce can be a challenging process, even under the best circumstances.
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Financial advisor providing guidance on QROPS pension transfers during a consultation
Pension Transfers
28 Aug 2023
QROPS transfers guidance
The Pensions Regulator's guidance notes on QROPS transfers are welcome.
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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
19 Jun 2023
Pension transfer regulation
New pension transfer regulation will help combat pension scams.
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Senior couple outdoors on bench with laptop and tablet
Expats Life
11 Apr 2023
Pensions for digital nomads
Mobile pensions are in vogue!
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Stacks of coins and financial documents illustrating the abolition of the Lifetime Allowance in the UK budget
Expats Life
19 Mar 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.
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Retired couple reviewing finances together on a smartphone
Expats Life
14 Mar 2023
Solving the mobile employee pension conundrum
Mobile employee pension benefits for overseas workers.
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Discussion of investment options using financial charts
Retirement in France
18 Jan 2023
Investment options
Investors have a wider choice of options than ever before.
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Hands reviewing financial documents with a calculator on a desk
Retirement in France
20 Dec 2022
Personal pensions and IHT
UK personal pensions have fallen outside IHT rules in the past.
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Small plant growing from stacked coins
Pension Transfers
14 Nov 2022
Looking for low investments
Market uncertainty increase demand for low risk investments.
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Senior couple sitting at home reviewing financial documents with a laptop, planning their finances together.
EU Taxation Matters
22 Sep 2022
Wealth Tax in Andalucia eliminated
The much despised Wealth Tax in Andalucia has been eliminated following Juanma Moreno’s recent election victory...
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Financial advisors reviewing charts and discussing how to avoid unnecessary investment management fees
Retirement in France
12 Sep 2022
How to avoid unnecessary investment management fees
Few things are more annoying than discovering hidden investment fees!
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Coins stacked in soil with a growing plant and upward arrow symbolizing sustainable investment growth
Pension Transfers
02 Aug 2022
Sustainable Investments
The evolution of sustainable investments.
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Financial advisors presenting investment data while discussing the best SIPP options for EU residents
SIPPs
10 Jun 2022
Best SIPP for EU residents
The appeal of a 'non-resident SIPP,' also referred to as an International SIPP.
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Calculator and financial documents illustrating the truth about pension fees and charges
Retiring to Portugal
28 Apr 2022
The truth about pension fees and charges
The quest for transparency!
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Pension statements and defined benefit plan documents falling into a dark void with a damaged Carillion office building in the background, symbolising financial collapse and pension risk.
QROPS
16 Feb 2022
The collapse of Carillion and its defined benefit pension scheme
‍Thankfully, the Pension Protection Fund will come to the aid of some employees and pensioners.
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Financial professionals analyzing charts and discussing investment risk management strategies
Retirement in France
15 Jan 2022
Investment risk management
The principles of investment planning.
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Hands counting euro banknotes on a desk with calculator and financial documents
Expats Life
21 Oct 2021
Cash management in uncertain times
The importance of cash management in financial planning.
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A professional financial advisor in a suit explaining a document to a senior couple during a consultation about wealth taxes.
EU Taxation Matters
17 Aug 2021
Wealth Tax in Spain
Learn how to restructure your investments tax-efficiently.
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Elderly hands placing euro banknotes into a glass jar labeled allowance
EU Taxation Matters
26 Jun 2021
Lifetime Allowance changes
Increased speculation on how to balance the books!
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Happy senior couple enjoying retirement in Italy with coastal view and wine
EU Taxation Matters
24 Jun 2021
Retire in Italy | Some useful tips!
There are incentive programmes to retire in Italy.
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Euro banknotes held by a man with the Portugal flag and rising financial charts in the background
Pension Transfers
01 May 2021
The Portuguese compliant investment bond
Tax-efficient investments for expats in Portugal.
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