While it is common for those reaching age 55 to withdraw the maximum tax-free cash sum from their pension, it is not always the best idea.
Author: Ross Naylor
Ross has been a financial adviser for the past 26 years. He uses the experience that he has gained over this time to help busy expats to understand their options, make smart decisions and avoid costly mistakes.
Help Ukraine!
Shelter Ukraine is an initiative focused on helping internally displaced Ukrainians by raising resources and creating shelters.
Expat State Pension guide (2022/2023 update)
Too many expats simply write off their State Pension entitlement. That is a mistake. This guide will help make sure that you take full advantage of the UK State Pension.
A deeper look at inflation
How will rising prices affect your retirement plans? With higher inflation, your money is going to have to work harder to keep its value.
Five ways to invest a bonus
Your first impulse may be to go out and buy things with your bonus. However there are savings and investment opportunities that will do more long term good.
Financial planning for expat women
Women have longer life expectancy, generally lower pension assets and often little or no prior involvement in managing the family finances. This is not a good mix.
Reflections on Russia, Ukraine and the Markets
In times of market uncertainty, it is tempting to do something, anything in fact. In most cases however, doing nothing is the best course of action.
Getting remarried? Add these 6 financial tasks to your to-do list
Remarriage entails a number of financial considerations. Tackling them early increases the chance of a financially sound future together.
What is a spousal bypass trust and who should use one?
If you have more complicated family arrangements, e.g. second marriage or stepchildren, or you want to provide for someone without giving them immediate access to a large sum of money, then a spousal bypass trust may be of interest.
QROPS guide for expats (2022 Update) – Read to understand your options
This detailed QROPS guide is designed to provide UK expats with an impartial overview of QROPS and overseas pension transfers.
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