Review your financial planning as a New Year resolution

If you’re wondering what your New Year resolution should be, why not choose to review your financial planning? Take time…

Make your money last as long as you do: 5 questions to consider

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

Reviewing your UK pension options for your life in France

What are your UK pension options as an expatriate in France? Whether you should leave your pensions in the UK…

Should you transfer UK pensions overseas? The pros and cons of QROPS

Transferring UK pensions to a QROPS can offer flexibility, tax, estate planning and currency benefits, but is it suitable for…

Spanish wealth tax – are your pensions included?

Spain continues to be a favourite destination for expatriates, including those making the most of their retirement years. There are…

Why retirement planning matters at any age

Asking key questions about retirement planning and understanding your pension options can help get you on track for your dream…

Planning a secure retirement in France

Planning your retirement in France? Be sure to review your strategy early in order to minimise your tax liabilities whilst…

How to retire abroad with financial peace of mind

If you’re retiring to Europe, be prepared to adjust your savings and investments, tax, pensions and estate planning to suit…

Retiring in Cyprus with financial peace of mind

Cyprus offers great appeal for a retirement in the sun, but be prepared to make some changes to protect your…

Do UK pensions now attract wealth tax in Spain?

One potential effect of Brexit for Spanish residents is that some UK pensions may now fall into the Spanish wealth…

Five tips to get your finances Brexit-ready

Reviewing your currency, investment, tax planning and pension options now can help you secure financial security for 2021 and beyond.

What are your UK pension options in Portugal?

What can expatriates in Portugal do with UK pensions and how will they be taxed? Explore current options before Brexit…

Will you face tax penalties on your pensions? Exploring the LTA and OTC

Britons face up to 55% tax if UK pensions go over the lifetime allowance and 25% on some QROPS transfers…

Living in France? Take time to protect your pension from unnecessary tax penalties

Expatriates in France can benefit from reviewing their UK pension options and where they stand with the UK lifetime allowance.

Using this time to look after your financial wellbeing

With full Brexit still due in 2021, UK expatriates can benefit from using time in lockdown to review their residence,…

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