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Posts
- 10 financial tips for expats to ensure a prosperous New Year
- 10 Key Financial Questions to Ask HR Before Taking an Expat Role Overseas
- 3 Different Ways to Access Your Pension
- 4 Things To Do When Receiving an Inheritance
- 8 cyber security tips to safeguard your retirement plans from scammers
- 8 expat investing lessons from Morgan Housel
- A deeper look at inflation
- A New Year Financial Check-Up
- A Seismic Shift in UK Inheritance Tax: What It Means for Expats
- Are Premium Bonds a good investment?
- Are QROPS Still Suitable in 2024?
- Are UK Pensions Now Liable for Inheritance Tax? The New Pension IHT Rules Unpacked
- Are we heading for a recession?
- Are you making the most of your employer pension?
- Beyond the 7-Year Rule: How the 14-Year Rule Impacts Your IHT Planning
- Beyond the Lump Sum: Why Taking Your Tax-Free Cash in Stages Could Be Your Best Move
- Can I afford to retire?
- Can I save into a UK pension plan if I live abroad?
- Can I transfer my Irish pension to the UK?
- Can I transfer my UK pension to Poland?
- Can I transfer my UK pension to Sweden?
- Coming Home: 10 Financial Steps for Expats Returning to the UK
- Coronavirus scams: How to avoid falling victim to them
- Do you remember the first iPhone?
- Estate Planning for UK Expats: How to Prepare an ‘In Case of Death’ Folder
- EU Succession Regulation: What is it and how does it affect UK expats?
- European Commission Pension Scheme – 10 year rule and transfer options
- Evaluating Expat Pension Options – Should I Keep My QROPS?
- Expat Finance 101: 10 Reasons You Should Have a Will
- Expat Financial Advice in 2025: 10 Essential Tips for the New Year
- Expat Financial Advice: How do I manage currency risk?
- Expat Financial Advice: What is a Property Trust Will?
- Expat financial advice: Why should I have a 6 month emergency fund?
- Expat guide to UK inheritance tax
- Expat Investing: A Guide To Structured Notes
- Expat ISA Rules: What Can Be Done With an ISA When You Move Abroad?
- Expat pensions after Brexit – What can we expect?
- Expat retirement planning: Beware the silent assassin
- Expat retirement: Which countries are affected by Frozen State Pension?
- Expat State Pension guide (2025/2026 update)
- Financial Advice for Expats Living in Saudi Arabia
- Financial planning for expat women
- Five Big Tax Mistakes Made By British Expats And How To Avoid Them
- Five ways to invest a bonus
- Getting remarried? Add these 6 financial tasks to your to-do list
- Global Assets, Local Laws: Navigating Wills Across Borders
- Gone for a Burton! What Expats Can Learn About Estate Planning from an Acting Legend
- Guide to CGT rules for UK expat property owners
- Have you lost your job before you are ready to retire? Here is what to do
- How are defined benefit pension transfer values calculated?
- How Brexit Changed Financial Advice for UK Expats in the EU
- How British Expats Can Boost Their UK State Pension Before the April 2025 Deadline
- How can marriage or divorce affect your Will?
- How Did Anne Robinson Legally Avoid Inheritance Tax?
- How do financial advisers get paid?
- How do I apply for an NT Code for pension income? An expat guide
- How do I keep my UK bank account when I live abroad?
- How does UK inheritance tax work when a spouse is non-domiciled?
- How is UK residency determined?
- How much money should I have saved for retirement?
- How Much Will You Really Retire On? Decoding Your Pension Statement
- How Retirement Ready Are You?
- How spending changes through the “Active,” “Less Active” and “Not Very Active” years of retirement
- How to claim UK State Pension in Poland
- How to find a lost pension
- How to Find a QROPS Adviser
- How to Manage and Invest an Inheritance Wisely
- How to mitigate the financial impact of divorce
- How to protect yourself from “clone firm” investment scams
- How to Save for Retirement as an Expat
- How to use Inheritance Tax Loss Relief to reclaim IHT after a stock market fall
- How to use margin lending to maximize your retirement fund (+ 5 key benefits)
- I am a 50 something year old expat, how much should I be saving for retirement?
- If it is too good to be true… How to learn from past investment scams
- Inheritance Tax Planning For Expats: Using The PASTOR Framework to Effectively Manage Your Estate
- Investment lessons from a pandemic – Markets in a time of COVID-19
- Irish Pension Transfer Rules Explained: Can You Move Your Pension Abroad?
- Is this the end for the Triple Lock?
- I’m resident overseas, but where am I domiciled?
- I’m Unhappy With My QROPS, What Should I do?
- Keep it simple – A financial planning lesson from Marie Kondo
- Lifetime gifts and Inheritance Tax: How to notify HMRC
- Lost and Found: Securing Your Financial Future
- Minimising Inheritance Tax: How Pension Funds Can Help You Beat the Tax Man
- Moving Back to the UK from Saudi Arabia
- Moving Back to the UK? Here’s What the New Tax Rules Mean for You
- Moving from the UK to Saudi Arabia
- My Big Fat Greek Retirement: A Guide for UK Citizens Looking to Retire to Greece
- Navigating the FIG Regime: Essential Insights on the UK’s Latest Non-Dom Tax Changes
- Navigating the UK Temporary Non-Residence Rules: A Guide for Expats
- Navigating U.S. Estate Taxes for International Investors
- New Pension Rules 2024: How to Prepare for the Abolition of the Lifetime Allowance
- New UK Inheritance Tax Rules for Non-Doms: What You Need to Know for 2025
- New UK tax year (2019/2020): Implications for expats
- Pause Before You Pension: Understanding HMRC’s Urgent Retirement Update
- Pension access options for expats who are considering retirement
- Pension Awareness Week UK 2025: What Every Expat Needs to Know
- Pension Planning Essentials: Why FP2016 and IP2016 Still Matter
- Planning to Return to the UK? How the 2025 IHT Changes Could Affect Your Estate
- Protecting Your Family’s Future: The Case for Adding Your Children to Your Pension
- QROPS Advice: How New HMRC Rules Could Impact Your Overseas Pension Transfer
- QROPS Explained: How the 5-Year Rule Affects Your Overseas Pension
- QROPS guide for expats – Read to understand your options
- Quilter International now part of the Utmost Group
- Quiz: How “Return Home Ready” Are You?
- Reflections on Russia, Ukraine and the Markets
- Retire to Poland with Confidence: Essential Tips for Brits Looking to Move
- Retirement planning lessons for expats from Robert de Niro
- Retiring Abroad: The Complete UK Expat Guide
- Retiring to Canada from the UK – 5 things you need to know
- Selling Property as a British Expat? Don’t Forget About Capital Gains Tax!
- Should I accept a Pension Increase Exchange? The pros and cons of PIE offers
- Should I Consolidate My Pensions?
- Should I Have a Structured Note in My QROPS?
- Should I take a lump sum from my pension? 4 reasons why you should think twice
- Should politics influence your retirement plan?
- Six things you can do with your pension from age 55
- Some thoughts for the festive period
- Spring Into Financial Clarity: 5 Essential Steps to Refresh Your Finances
- The 4% Rule Explained: Is It Right for Your Retirement?
- The Basics of Good Expat Investment Advice
- The Costly Mistake of Ignoring Tax Residency Laws: A £186m Lesson
- The danger of home country bias and how to avoid it
- The gift that keeps on taking: Understanding gift with reservation of benefit rules
- The importance of properly nominating beneficiaries
- The Pros and Cons of a SIPP for Expats
- The Removal of the UK Pension Lifetime Allowance: What Does It Mean for Expats?
- Thinking of Retiring to Spain from the UK? Here’s What You Need to Know First
- Three tips for passing your pension on to your loved ones
- Top 10 Mistakes British Expats Make with Their Finances
- Transferring A UK Pension Overseas: Why It Pays to Know Your OTA from Your OTC
- UK Budget 2024 – What does it mean for expats?
- UK Expat Tax Rules: What You Need to Know
- UK Inheritance Tax Rules For Expats: Understanding the Implications for Non-Domiciled Spouses
- Understanding UAE Succession Law: A Step-by-Step Guide for Expats
- Understanding UK Tax, Retirement & Succession Planning in Saudi Arabia
- Unlocking the Benefits of Dubai’s Retirement Visa For Expats – A Comprehensive Guide
- Unlocking Your Retirement: A Guide to Flexi-access Drawdown Rules
- Unpacking Millionaire Expat by Andrew Hallam: Your Passport to Financial Independence
- Using gift allowances to reduce IHT: Six tips on using gifts to reduce inheritance tax
- Using life insurance to mitigate Inheritance Tax
- Using Your CV As a Map To Find Lost Pension Treasure
- What are my life insurance options when living abroad?
- What do I do with an inherited pension?
- What Do I Do With My Swiss Pension When Returning to the UK?
- What does good expat financial advice look like?
- What Experience Tells Us About Markets and US Presidential Elections
- What Happens to My UK State Pension if I Retire Abroad?
- What is a spousal bypass trust and who should use one?
- What is an international SIPP?
- What is an Offshore Bond? An Expat Guide
- What is investing? Making great businesses around the world work for you
- What Is Specialist Expat Financial Advice and Why Do You Need It?
- What is the difference between residence and domicile?
- What should I do with my offshore investments when returning to the UK?
- What to Expect from the Upcoming Labour Budget: Key Considerations for UK Expats
- When Bad Advice Costs Everything: How British Expats Can Learn From an England Manager
- Who gets left holding the bag? An investing lesson from GameStop
- Why Are So Many Wealthy Brits Moving to Dubai? (Plus Five Financial Pitfalls to Avoid When Doing So)
- Why Expats Return to the UK (And the Costly Tax Mistakes They Need to Avoid)
- Why Is My Structured Note Performing So Poorly?
- Why Leaving Without A Will Is Like Playing Russian Roulette With Your Legacy
- Why UK-Based IFAs Won’t Work with Expats (And What You Can Do)
- Will the new “residence-based” approach to inheritance tax affect me?