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Expat financial advice from the experts

uk pension transfer to portugal

UK pension transfer to Portugal

Are you one of the lucky expats living in Portugal?  A country filled with stunning sceneries, superb beaches, friendly locals and where the sun glows all summer long?  If you are living in this beautiful country or you are planning to, have you thought about a UK pension transfer to Portugal? Your exceptional position as […]

UK pension transfer to Spain

UK pension transfer to Spain – Things to know

If you’re looking for somewhere relaxing and sunny to retire, then look no further,  Spain is the place for you. What more could you ask for than living in the sun and enjoying some Spanish tapas in a  friendly environment?  For those of you who live in Spain or plan to do so, have you […]

How much is your pension worth?

Pension worth – What is your pension value?

Working for either the same or multiple companies over the years, makes it hard to know your pension worth. Many people lose track or even forget about some of their pensions.  Nevertheless, for a well-planned retirement it’s important to find out the value of all your schemes.  Even if you are unsure whether you had […]

Retire in the South of Italy

Thinking of moving to the South of Italy? Have you ever thought of living in the South of Italy?  Enjoying the stunning beaches and sunsets all year along? Why not retire there and benefit from 10 years tax-free? Italy is known for its rich culture, delicious cuisine and exquisite wines.  What better way to enjoy […]

QROPS

Portugal – QROPS, and Taking Your Pension Tax Free!

If you are one of the many Brits looking at a retirement offshore? Or just considering a change of lifestyle and becoming an expat, Portugal could be the place for you. Portugal is famed for  it’s beautiful climate and scenery, its welcoming people and its excellent value standard of living. The fact that the Portuguese […]

Generali Vision

The Generali Vision Scandal – How Unhappy are you?

The Generali Vision… Your Offshore Pension Plan. Your Offshore ISA. The key to your education planning. Thousands and thousands of these policies have been sold to expats in the last decade or so, and if managed correctly (we cannot emphasise strongly enough how important the help of quality financial advice is in this regard) they can […]

Canadian QROPS

No Canadian QROPS – you can still transfer UK Pensions

Did you know that HMRC has cut all Canadian QROPS? In February 2017 Her Majestys Revenue and Customs (HMRC) decided to cut all Canadian QROPS / ROPS (Qualified/ Recognised Overseas Pensions Schemes) from the ROPS list. The reasons being that Canadian retirement plans allow for the holder to use their pension as collateral when buying a […]