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Ross Naylor – Chartered Financial Planner

Retirement and pension advice for British expats

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Ross Naylor Warsaw

Ross Naylor

Should politics influence your retirement plan?

February 22, 2021 //  by Ross Naylor

The political news has never been more polarised, exacerbated by 24 hour media. But, should you politics influence your own financial plans?

Should politics influence your retirement plan?Read More

Category: Expat retirement planning

Retirement planning lessons for expats from Robert de Niro

February 16, 2021 //  by Ross Naylor

Businesses fail. Jobs don’t work out the way you hoped. Investments go awry. Life gets in the way of even the best financial plans, even for Robert de Niro.

Retirement planning lessons for expats from Robert de NiroRead More

Category: Expat retirement planningTag: Commission, emergency fund, financial adviser remuneration, Friends Provident International, Generali International, investment bond, Old Mutual Bond, portfolio bond, QROPS, Quilter International, RL360, Utmost International

How to find a lost pension

February 15, 2021 //  by Ross Naylor

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 find a lost pensionRead More

Category: Expat retirement planningTag: defined benefit pension, Expat Pensions, lost pensions, pension tracing

Pension access options for expats who are considering retirement

February 5, 2021 //  by Ross Naylor

As an expat, there are a number of options open to you when it comes to accessing your pension. It pays to know what you can and cannot do.

Pension access options for expats who are considering retirementRead More

Category: Expat retirement planningTag: a-day, annuity, Drawdown, Pension Commencement Lump SUM, QROPS, tax free cash, UFPLS, Uncrystalised Funds Pension Lump Sums

Who gets left holding the bag?

February 1, 2021 //  by Ross Naylor

I’ve been following the GameStop (GME) story over the past week. I don’t think that I have even seen anything like it in all of the years that I have been watching markets. The story has taken on a life of its own and as usual, when so many people are paying attention, there has …

Who gets left holding the bag?Read More

Category: Investing for retirementTag: diversification, GameStop

European Commission Pension Scheme – 10 year rule and transfer options

January 22, 2021 //  by Ross Naylor

If you leave the EC pension scheme within 10 years, you must transfer your fund to an alternative scheme in order to secure your benefits.

European Commission Pension Scheme – 10 year rule and transfer optionsRead More

Category: Expat retirement planningTag: EC Pension Transfers, European Commission Pension, Transfer EC Pension

QROPS guide for expats 2021 – Read to understand your options

January 18, 2021 //  by Ross Naylor

This detailed QROPS guide is designed to provide UK expats with an impartial overview of QROPS and overseas pension transfers.

QROPS guide for expats 2021 – Read to understand your optionsRead More

Category: Expat retirement planningTag: BREXIT, Double Taxation Treaties, lifetime allowance, LTA charge, Overseas Transfer Charge, pension death benefits, pension transfer, portfolio bonds, QROPS, qrops advantages, qrops disadvantages

Investment lessons from a pandemic

December 15, 2020 //  by Ross Naylor

2020 saw the steepest market decline in history. Despite the pandemic, we also saw a dramatic recovery. What investment lessons can we learn from the pandemic?

Investment lessons from a pandemicRead More

Category: InvestingTag: lessons, pandemic

How does UK inheritance tax work when a spouse is non-domiciled?

October 30, 2020 //  by Ross Naylor

The rules for transferring assets to a spouse on death are pretty simple. However, things are trickier when one spouse is non-domiciled.

How does UK inheritance tax work when a spouse is non-domiciled?Read More

Category: Estate planningTag: domicility, IHT, inheritance tax, non-domicile

What Experience Tells Us About Markets and US Presidential Elections

October 20, 2020 //  by Ross Naylor

The upcoming US presidential election is my 7th as a professional financial adviser.  If I have learned anything from the previous 6, it is that, despite the protestations of many to the contrary,  no one has a clue how markets will perform, react or move in the coming weeks. They may go up, they may …

What Experience Tells Us About Markets and US Presidential ElectionsRead More

Category: Investing for retirementTag: Donald Trump, investing, politics, US president, Warren Buffet

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ross.naylor@aesinternational.com

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Disclaimer

You should not construe the views expressed in this website as personal financial advice. You should always contact a qualified and regulated adviser to obtain up-to-date advice on your own personal circumstances. The author does not accept any liability for people acting without personalised advice. Nor does he accept liability for those who base a decision on views expressed in any generic article. Information provided in this website is based on legislation as at the time of writing. While every effort is made to update this site, pension and taxation legislation changes on a regular, often sudden, basis. Therefore, please check for later articles or changes in legislation on official government websites. You should not rely upon this site in isolation.

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