HomeBreadcrumbs green arrow
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?”

Read more
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
Retirement in Spain
Retirement in France
QROPS
Pensions Matters
Pension transfers outside EU
Pension Transfers
EU Taxation Matters
Expats Life
Offshore pension plans

Our most popular articles on financial planning

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.
Read more

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!
Read more

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...
Read more

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...
Read more

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..
Read more

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..
Read more

Hand holding an upward red arrow above stacks of coins, symbolizing rising interest rates and long-term investment growth
Pension Transfers
August 26, 2016
Pensions and interest rates
The old saying goes, ‘I have good news and bad news, which would you like to hear first?’. Given this choice..
Read more

Happy retired couple enjoying coastal views in the Algarve, Portugal, standing together above a beach with cliffs and turquoise sea
Pension Transfers
July 6, 2016
Retiring to the Algarve
Retiring to the Algarve in Portugal can be an attractive proposition for many expats...
Read more

Elderly British couple reviewing pension documents at a table with glowing digital pension and finance icons overlay
QROPS
June 22, 2015
Time to modernise your pensions?
From time to time, you may decide to upgrade your possessions; why not modernize your pensions...
Read more

Person reviewing tax documents on a laptop with financial charts and glowing digital finance icons surrounding the word “Tax”
Pension Transfers
February 19, 2015
Offshore accounts - Is tax avoidance legal?
The media has been buzzing recently with revelations about how HSBC has assisted..
Read more