Pension Transfers
QROPS
SIPPS
QROPS France
QROPS Spain
QROPS Portugal
FREE QROPS Guide
Tax-Efficient Investments
Assurance Vie
Spanish compliant bonds
Portuguese compliant Bonds
Tax-related Issues
Offshore Pensions
Offshore Pension Plans and Retirement
International Group Pension Plan
Offshore Pension Plans: Free Guide
QNUPS
Pension Transfers
QROPS
SIPPS
QROPS France
QROPS Spain
QROPS Portugal
FREE QROPS Guide
Tax-Efficient Investments
Assurance Vie
Spanish Compliant Bonds
Portuguese Compliant Bonds
Tax-related Issues
Offshore Pensions
Offshore Pension Plans and Retirement
International Group Pension Plan
QNUPS
Offshore pension plans:
FREE Guide
Articles &
resources
UK Inheritance Tax and New Long Term Non-Residence Rules
The recent UK Budget, like all major fiscal events, established clear winners and losers.
EU Taxation Matters
March 20, 2025
Read more
March 11, 2025
Defined Benefit Pension Transfers
Transferring your defined benefit pension is a major decision that can significantly impact your financial future.
February 3, 2025
Pension fraud and how to protect yourself
The introduction of the Pensions Act 2014 has resulted in a significant increase in pension fraud incidents in the UK.
February 7, 2025
Retirement Decumulation
Retirement should be an exciting new chapter, but for those facing retirement decumulation, it often presents significant challenges that need to be addressed.
Latest articles
December 19, 2024
Compare pension schemes in the UK and France
When we compare pension schemes in the UK and France, we find that they tend to be at opposite ends of the spectrum.
Read more
Pension transfers
October 14, 2024
Tax-Efficient Investment Case Study
An example of a tax-efficient investment strategy
Read more
Pension transfers
October 14, 2024
SIPP case study
When to opt for an International SIPP.
Read more
Pension transfers
September 4, 2024
QNUPS and Estate Planning
Qualifying Non-UK Pension Schemes (QNUPS) help British expats plan for future IHT liabilities.
Read more
Pension transfers
September 1, 2024
QROPS or SIPP?
Which is the best choice for a pension transfer, a QROPS or SIPP?
Read more
EU Taxation Matters
August 10, 2024
Pensions review on the way
Will the forthcoming review offer any clarity on pension transfers?
Read more
May 16, 2024
Investment charges
Full transparency on fees and charges is a requirement for all parties involved in pension transfers.
Read more
Expats Life
May 2, 2024
New Lifetime Allowance rules
There have been additional changes to the rules concerning the Lifetime Allowance.
Read more
Expats Life
April 10, 2024
Pension investment strategy
How to draft a pension investment strategy in uncertain times
Read more
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