Quilter announced that it has agreed to sell its international division to Utmost Group. Find out what that means for your investments here.
Ross’s Expat Digest
The #1 Retirement Newsletter for UK Expats
Using life insurance to mitigate Inheritance Tax
Inheritance Tax is a ‘voluntary’ tax; there are many ways for expats to mitigate it. One of my favourites is to take out a life insurance policy written in trust.
Expat State Pension guide (2021/2022 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.
Should politics influence your retirement plan?
The political news has never been more polarised, exacerbated by 24 hour media. But, should you politics influence your own financial plans?
Retirement planning lessons for expats from Robert de Niro
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
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.
Pension access options for expats who are considering retirement
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
Who gets left holding the bag?
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 …
European Commission Pension Scheme – 10 year rule and transfer options
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
QROPS guide for expats 2021 – 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.
QROPS guide for expats 2021 – Read to understand your optionsRead More