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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

A mature couple working together at a desk; the woman takes notes with a pen while the man types on a laptop next to a calculator, representing personal pension management.
SIPPs
25 Jan 2018
What can a SIPP invest in if you retire in France?
Pension situations can be improved by utilising the increased availability of funds and choice of currencies.
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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
16 Nov 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
08 Nov 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
22 Oct 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
12 Oct 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
06 Oct 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
26 Aug 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
31 Mar 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
17 Feb 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
06 Jan 2017
HMRC ROPS
The rules relating to the taxation and regulation of overseas pension schemes..
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