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
Investment lessons from a pandemic
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?
How does UK inheritance tax work when a spouse is non-domiciled?
The rules for transferring assets to a UK domiciled spouse are fairly straightforward. However, things are trickier when one spouse is non-domiciled. In general, lifetime and on-death transfers of assets between spouses/civil partners who are both UK domiciled are exempt from UK inheritance tax (IHT) without limit. However, when one spouse is not UK domiciled, the spousal exemption …
How does UK inheritance tax work when a spouse is non-domiciled?Read More
What Experience Tells Us About Markets and US Presidential Elections
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
Are Premium Bonds a good investment?
Are Premium Bonds a good option for expat savers? Read on to find out whether they are still as good as they used to be.
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 home country bias can derail your retirement plans
Home country bias is a phenomenon that affects many expat investors. Left unchecked, it can have a seriously detrimental effect on your retirement plans.
How home country bias can derail your retirement plansRead More
Can I afford to retire?
You may be keen to start learning new skills and exploring the world. Alternatively, as an expat, you may have had enough exploring the world and may be keen to settle in one place. You may have lost your job or may need to stop working due to health reasons. Or you may need to …
Frozen State Pension. Which countries are affected?
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.
Frozen State Pension. Which countries are affected?Read More