Free Resources

Enjoy my FREE retirement and investment planning resources

E-Newsletter

Every week, I send out a short email to British expats who are approaching retirement. I use it to answer common (and not-so-common) questions that they have about pensions and investments. Use the button below to:

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Articles

Retirement Planning

• 3 Different Ways to Access Your Pension

• Expat State Pension Guide

• How to claim UK State Pension in Poland

• Six things you can do with your pension from age 55

• How to apply for a No Tax Code for pension income

• Should I take a lump sum from my pension? 4 reasons why you should think twice

• What is the Non-Residence Enhancement Factor and how does it work?

• Retirement planning lessons for expats from Robert de Niro

• Can I afford to retire?

• Frozen State Pension. Which countries are affected?

• Should I accept a Pension Increase Exchange? The pros and cons of PIE offers

• Have you lost your job before you are ready to retire? Here is what to do

Pension Transfers

• Can I transfer my UK pension to Poland?

• QROPS Guide (2022 Update)

• What is an international SIPP?

• How are defined benefit pension transfer values calculated?

Estate Planning

• How to use Inheritance Tax Loss Relief to reclaim IHT after a stock market fall (NEW)

• 10 reasons you should have a Will

• What is a spousal bypass trust and who should use one?

• EU Succession Regulation: What is it and how does it affect UK expats in Poland?

• Three tips for passing your pension on to your loved ones

• Using gift allowances to reduce IHT: Six tips on using gifts to reduce inheritance tax

• The importance of properly nominating beneficiaries

• Expat guide to UK inheritance tax

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

• What is a property trust Will?

Investing

• A deeper look at inflation

• Five ways to invest a bonus

• Expat ISA Rules: What can be done with an ISA when living overseas?

• The danger of home country bias and how to avoid it

• Are Premium Bonds a good investment?

• How to maximize your retirement fund: 5 benefits of margin lending

General Financial Planning

• 8 cyber security tips to safeguard your retirement plans from scammers (NEW)

• How do I manage currency risk?

• How to find a lost pension

• Getting remarried? Add these 6 financial tasks to your to-do list

• What are my life insurance options when living abroad?

• How to prepare an “in case of death” folder

• How to mitigate the financial impact of divorce

• I’m resident overseas, but where am I domiciled?

• Expat guide to UK inheritance tax

• Using life insurance to mitigate Inheritance Tax

• What is the difference between residence and domicile?

Returning to the UK

• What should I do with my offshore investments when returning to the UK? (NEW)