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5 New Year resolutions for your financial wellbeing

Take time to check your tax planning, investments, pensions and estate planning are all on track to protect your family’s wealth in 2021 and beyond.

Why retirement planning matters at any age

Asking key questions and understanding your pension options can help get you on track for your dream retirement, whatever stage of life you’re in.

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 changes the rules.

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 everyone?

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 but there are ways to limit exposure.

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, tax, pensions and estate planning.

Is time running out for tax-free pension transfers?

If you have chosen to retire in Europe, review your QROPS and pension transfer options now before Brexit potentially changes the rules.

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.

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