Articles & resources

UK Inheritance Tax and New Long Term Non-Residence Rules

UK Inheritance Tax and New Long Term Non-Residence Rules

The recent UK budget was typical of all government annual fiscal events in that changes to the tax code created winners and losers.

Defined Benefit Pension Transfers

Defined Benefit Pension Transfers

Thinking about transferring your defined benefit pension?

February 3, 2025

Pension fraud and how to protect yourself

Ever since the UK government introduced The Pensions Act 2014, incidents of pension fraud have been on the increase.

February 7, 2025

Retirement Decumulation

Retirement is an exciting time for many of us, but not for those who experience retirement decumulation.

Latest articles

Pension transfers

December 22, 2023

Retirement planning: new year, new country?

Christmas is often a time for reflection. How was the past year? What will the new one be like? For some..

Multi-jurisdiction divorce and pensions

September 14, 2023

Multi-jurisdiction divorce and pensions

Divorce can be a difficult process at the best of times. Even in relatively straightforward cases,

Pension transfers

August 28, 2023

QROPS transfers guidance

The financial industry welcomed the Pensions Regulator's guidance notes on QROPS transfers...

Pension transfer regulation

The UK government introduced new pension transfer regulation in November 2021 to combat pension scams...

Pensions for digital nomads

Pensions for digital nomads are in demand. The Covid 19 pandemic changed the world of work permanently...

Abolition of the LTA in the UK Budget

No one expected the abolition of the LTA in the Budget. Rumors always abound within the industry the week before..

Solving the mobile employee pension conundrum

I recently talked with a Human Resources professional about providing mobile employee pension benefits for their overseas workers.

January 18, 2023

Investment options

Not long ago, shareholders were limited to a narrow range of investment options...

December 20, 2022

Personal pensions and IHT

Countries worldwide are battling the financial consequences of Covid and the cost of living crisis..