Expat financial advice from the experts
UK Pension after Brexit (Please note this article does not apply to UK State pensions) With Brexit now completed there are many concerns and unanswered questions regarding the effects on a UK pension, in post Brexit times. Within this article we will cover the key areas and implications of Brexit. As it stands there is […]
Moving abroad? Consider Portugal. So, other than a high quality health system, easy accessibility to the rest of the world and 3300 hours of sunshine a year! What other reason do expats in Portugal have for the move? How about the Portuguese Non-Habitual Tax Resident scheme (NHR)? What is NHR? The NHR is a Portuguese tax regime […]
Expat Pension Sharing Order for UK Company Pensions Pension sharing order for UK company pensions has become more and more common in recent times. The process itself is not overly complex and there are a number of companies in the UK, who can assist with this. The issue arises when you are no longer a […]
Brooklands SIPP First of all, if you are a Brooklands SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Brooklands SIPP has become synonymous with misselling of SIPP’s. As a result, the FSCS (Financial Services Compensation Scheme) is paying out to clients who invested in their […]
Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process that can be followed to facilitate the court requirements. To start with let’s break down the overall position and terminology used. QROPS – What exactly is it? […]
Lisa O’Carroll reports on British nationals grilling the British ambassador in France (12 April). We had a similar meeting in Estonia last year. Although the atmosphere was a little less hostile than the French meeting appears to have been, the same themes emerged: the ambassador and officials had few answers to our questions, and all of us […]
Brexit Frankfurt With a little less than a year to go before the UK formally leaves the EU, it is still very difficult to predict with any certainty, what Brexit will look like and who the eventual winners & losers may be. There are, however, some areas that in recent months have become a little […]
720 Modelo and my pension Before answering ‘what impact does the 720 Modelo have on my pension’ we are best off breaking it down. Many of our clients know about the 720 Modelo but are unsure the exact details and associated implications. So…… What is the 720 Modelo? Brought in under new legislation in 2012 […]
The EU referendum result spurred a life-changing move to a better standard of living for these couples and families. An increasing number of Brits disappointed and angry about the referendum result are opting to start a new life in Europe before the UK leaves the EU on 29 March 2019. They include Vishal Vora, who has quit […]
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 […]
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Rest of World (ROW)
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