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News & Resources

Smiling British couple planning finances, putting coins in a piggy bank with a globe, travel items, and calculator—symbolizing retirement and overseas pension planning.
Pension Transfers
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.

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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?”
A senior man planning retirement in France, Spain, and Portugal
09 Mar 2026
Retirement Planning: tips for retirement in France, Spain or Portugal
Planning your retirement is one of the many important financial decisions you may have to make in your life as a UK national.
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

White piggy bank wrapped in chains and a padlock beside a pension portfolio folder, calculator, coins, and financial charts, symbolising restricted pension access and retirement savings under pressure
QROPS
November 16, 2017
What to do if you hold suspended funds in your pension portfolio
Search the web for pressure groups and sign up for social media sites which are trying to take action against the wrong-doers.
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Golden pension nest egg being transferred from the United Kingdom to the United States across a world map, with UK and US flags symbolising international pension transfer.
Pension transfers outside EU
November 8, 2017
UK pension transfers to the US
The solution is to use an International SIPP with a suitably flexible investment portfolio underlying the basic structure.
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Elderly woman reviewing financial notes at home with a miniature house, coins, and a small Spanish flag on the desk, representing pension and retirement planning in Spain.
EU Taxation Matters
October 22, 2017
Spanish inheritance tax
Navigating the intricacies of Spanish inheritance tax can be challenging for expatriates.
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“Worried middle-aged man sitting at a desk covered with financial documents, staring anxiously at a laptop in an empty financial adviser’s office with a closed sign on the door
QROPS
October 12, 2017
When your financial advisers go bust
Unfortunately, it can leave a trail of destruction in its wake.
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Senior man calculating retirement finances with euros at home.
EU Taxation Matters
October 6, 2017
Domicile and inheritance tax
Local tax legislation could mean tax must be paid in the country of residence if the beneficiaries are tax resident in the same country.
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Smiling financial advisor wearing glasses and a tie, talking on a phone at a desk in a bright office
QROPS
August 26, 2017
The end of cold calling for pensions
Unfortunately, problems caused by nuisance calls are more widespread than ever before!
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Elderly man scratching his head while holding euro banknotes and reviewing financial documents with a laptop and calculator at home
QROPS
March 31, 2017
Tax on pension transfers overseas
I’ve been scratching my head and trying to think of the benefits of the new UK tax on pension transfers...
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Top-down view of euro banknotes, stacked coins, financial charts, and documents with a magnifying glass highlighting investment funds analysis
Offshore pension plans
February 17, 2017
Investigation into investment funds
It seems that every time we open the financial press, there’s a new story about failed funds...
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Documents outlining taxation and regulation of overseas pension schemes, with UK and EU symbols, financial papers, calculator, and legal gavel on a desk
Pension Transfers
January 6, 2017
HMRC ROPS
The rules relating to the taxation and regulation of overseas pension schemes..
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Financial advisor holding a clipboard and pointing to investment performance charts during a business presentation
Offshore pension plans
December 8, 2016
Common Reporting Standards - threat or opportunity?
Common Reporting Standards are coming to a place near you. It is not just the wealthy that need to worry..
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