Whenever I speak to clients about investing, I always talk about having an emergency fund equivalent to 6 months of expenses first. Why? Sometimes life can present you with a situation where you need quick access to money and without a financial safety net it can threaten your financial well-being and cause a great deal…… Continue reading Expat financial advice: Why should I have a 6 month emergency fund?
Author: rossanaylor
Retiring to Canada from the UK – 5 things you need to know
Are you looking to retire to Canada from the UK? I recently started working with a client who did so. Here are 5 things he told me that he wished he knew before doing so. 1️⃣ It pays to obtain a UK NT (no tax) code before drawing any pension benefits in Canada. Otherwise, an…… Continue reading Retiring to Canada from the UK – 5 things you need to know
What is the Non-Residence Enhancement Factor and how does it work?
If you or your employer have contributed to a UK pension while you have been working overseas, then you may be eligible for an enhancement which could cut the amount of tax that you have to pay when you start drawing your pension. It is known as the “non-residence enhancement factor” and it reduces the…… Continue reading What is the Non-Residence Enhancement Factor and how does it work?
How to use Inheritance Tax Loss Relief to reclaim IHT after a stock market fall
If Inheritance Tax has already been calculated based on higher values, there may be an option to reclaim tax paid if markets have since fallen.
Expat retirement: Which countries are affected by Frozen State Pension?
550,000 British Pensioners are currently adversely impacted by the government’s frozen state pension policy. However, the criteria regarding the specific countries in which it applies are somewhat arbitrary.
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 to use margin lending to maximize your retirement fund (+ 5 key benefits)
Margin lending is not just for billionaires like Elon Musk. It is also a tool that regular investors can use to improve their returns or provide liqudity.
Financial Advice in Poland: 5 things you need to understand about UK pensions
In this article, I will cover five key things you need to be aware of before deciding what to do with your UK pensions.
8 cyber security tips to safeguard your retirement plans from scammers
Online scams are everywhere. I read about them all the time. Use these 8 cyber security tips to make sure you don’t get caught out.
Expat Finance 101: 10 Reasons You Should Have a Will
You have probably been told on numerous occasions that you should have a Will. Indeed, doing so may have been on your mental to-do list for months or years. However, you haven’t yet gotten around to it. This may just be due to the hustle and bustle of day-to-day expat life. It may be that…… Continue reading Expat Finance 101: 10 Reasons You Should Have a Will
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