If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if …
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Don’t Just Do Something – Stand There!
Fund Advice & Pension Advice Fees A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why …
Expats, Residency and Schengen | Expat Advice
For those people who currently live in the Schengen Zone within the EU, but still have close connections with the UK, then Brexit could throw up a googly! This is …
Pension Transfers and Triage | Expat Advice
Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
Age Pension Rules | Age Pension Rates
We are now 3 years on from the consultation – Freedom and Choice in Pensions but many have not been taking pensions advice Much has been made about the amount …
QROPS in Spain | QROPS Advice
QROPS in Spain -Many expats have taken advice and established a QROPS while in Spain. Some may have made a profit since the transfer but we suspect many thousands have …
Investment Review July 2018 | Pension Review
July Newsletter 2018 Economic Update and Investment Review The second quarter of 2018, similar to the first, was filled with news that we would like to call surprising but should …
Insurance Bonds in the US | Debacle
We are following up on our previous blogs about US residents with British pension schemes and our consideration of USA tax on QROPS . The fact is that a product has been …
USA Tax On QROPS | Pension Legislation
Further to our last blog about QROPS in the USA, we would like to talks about the potential consequences of USA tax on QROPS. Many having been persuaded of the …
US Residents With British Pension | Expat Pension Advice
US residents with British pension schemes paid hidden charges! The SEC has reached a settlement with a company advising US residents with British Pension schemes to transfer to QROPS in …