Are you a UK Citizen in New York?

Posted on 6th April 2021 in British expats

UK Citizen in New York? Whether you’re enjoying the fast–paced lifestyle of the Big Apple or retiring to the Old West, if you’re an expat in the Land of the Free you may need a hand transferring your UK pensions. As a US resident or citizen, there are unfortunately some limitations on the type of […]

Taking an Assurance Vie in France

Posted on 6th April 2021 in British expats

The French Assurance Vie Moving to France has many benefits for British Expats – the culture, the cuisine, the weather and the pace of living among them. However, becoming a French Resident or retiring in France can have it’s drawbacks – the complex and overbearing tax system is one of them. Income tax and social […]

Financial Advice for expats in Portugal

Posted on 1st August 2019 in Advice

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 […]

Wealth Tax In Spain 2020 for Expats

Posted on 3rd June 2019 in British expats

Wealth tax in Spain will apply for 2020.  Wealth tax is an annual tax, payable on the total net value of your assets as at 31st December. If you are resident in Spain you are liable for your worldwide assets. Non-residents only pay wealth tax on assets located in Spain. Allowances mean that many people […]

No Canadian QROPS – you can still transfer UK Pensions

Posted on 13th May 2019 in Advice

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 […]

Need a Financial Consultant in Italy?

Posted on 24th April 2019 in British expats

Financial Consultant Italy Italy has the 5th largest number of British expats residents throughout the world and it is easy to see why. Great weather, fantastic food, rich history and low cost of living are just a few of the reasons Brits flock to live here. Once settled and established one of the key requirements […]

Financial Planning In Spain – What You Should Know

Posted on 19th April 2019 in British expats

With more British expats living in Spain than any other country, it is no surprise that there is a high demand for financial planning in Spain. Most people make the move for the classic reasons such as great weather, low cost of living and quality of life. The focus when relocating is often on finding […]

Expat Pension Sharing Order for UK Company Pensions

Posted on 6th November 2018 in Advice

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 […]

Do you hold a Brooklands SIPP?

Posted on 25th October 2018 in Advice

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 […]

No French PERP/QROPS – You can still transfer

Posted on 4th September 2018 in Advice

Are you aware that HMRC has cut all French PERP/QROPS? As of December 2016, all French PERP/QROPS were delisted by HMRC.  A PERP (Plan d’Epargne Retraite Populaire) is a long-term savings product that provides an additional regular income from retirement age. A QROPS (Qualifying Recognised Overseas Pension Scheme) is a non-UK based pension scheme recognised by […]