Advice Articles

Expat financial advice from the experts

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions

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 […]

ford uk pension scheme

Do you have a Ford UK Pension?

Do you hold a Ford UK pension? If you are part of the Ford UK Pension scheme then it is likely you have received a newsletter from the Ford UK Pensions trustees informing you of the new choice being offered regarding transferring the benefits. Ford has recently announced that they are going to offer the […]

brooklands sipp

Do you hold a Brooklands SIPP?

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 American QROPS – You can still transfer UK Pensions

No American QROPS – You can still transfer UK Pensions

Are you aware that HMRC has cut all American QROPS? From the 9th March 2017, the Chancellor of the Exchequer announced in his annual budget the introduction of an Overseas Transfer Charge (OTC). The OTC is, in essence, a 25% tax on any pension transfer to a QROPS for those that reside outside of the EEA […]

US expat investment advice

US Expat Investment Advice

US Expat Investment Advice It is unknown exactly how many US expats are currently living abroad. In 2016 the US State Department estimated there are 9 million U.S citizens living overseas, however, these numbers are open to challenge and can change quickly. On top of the normal concerns of education for children and where to live, […]

Investment income taxation France 2018

Investment Income Taxation France 2018

Investment income taxation France 2018 What are the changes in Investment income taxation France 2018? As of January 2018 tax residents of France are no longer required to pay French Wealth Tax on savings and investments. Additionally, there is a new tax rate on investment income benefits.  Below I have identified the main changes for […]

Capita Oak

Pension Sharing Order for a QROPS

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? […]

Nortel pension

Do you hold a Nortel pension?

Do you hold a Nortel pension? If you are part of the Nortel pension scheme then it is likely you have recently received a letter from Nortel UK Pensions. The message from the Nortel Pension Trustees informs you about your defined benefits pension and the options available. Nortel Networks Background Nortel filed for bankruptcy protection […]

British Airways Pension Scheme

NAPS – New Airways Pension Scheme

Do you hold a British Airways pension? If you are part of the BA pension scheme then it is likely you have recently received a letter from NAPS – New Airways Pension Scheme. The message from the NAPS Trustee will have informed you of. “The closure of the NAPS – New Airways Pension Scheme to […]