How are defined benefit pension transfer values calculated?

Many factors are involved in the calculation of a defined benefit pension transfer value. To many, the process remains a "black box".

What is the difference between residence and domicile?

Residence and domicile are often confused. The resulting tax implications can be significant and wide ranging.

A New Year Financial Check-Up

The start of a New Year is always a good time to review one's finances. Here are some ways to make sure that you are on the right track.

Some thoughts for the festive period

With Christmas a few days away and an onslaught of New Year resolutions not far behind, it is important to remember that the relentless pursuit of more often leads to just more disappointment.

Six things you can do with your pension from age 55

So, you've just turned 55 and are now able to access your pension. But what to do? In this post we look at the pros and cons of your main drawdown options.

EU Succession Regulation: What is it and how does it affect UK expats?

Post Brexit, the EU Succession Regulation continues to impact (and benefit) British expats in Europe. Find out how you can take advantage.

Quilter International now part of the Utmost Group

Utmost Group has acquired Quilter International. What should you do? Find out what it means for your investments here.

Guide to CGT rules for UK expat property owners (updated to include October 2021 changes)

HMRC is changing the way that Capital Gains Tax is paid on the sale of UK property by expats. Find out how the new rules affect you.

How to find a lost pension

How to find a lost pension? A common question for expats who move from country to country. Luckily, the solutions are usually fairly straightforward.

How do I apply for an NT Code for pension income?

If you live in a country that has a Double Tax Treaty with the UK, you can obtain a no tax (NT) code to avoid being taxed on your pension twice.