Is France still a mecca for British expats?

Posted on 29th March 2017 in Advice

France has one of the largest British expats populations France has one of the largest British expats populations in the world. This led to the popular and picturesque region of Dordogne in southwestern France getting the nickname “Dordogneshire”.  But is it still the idyllic retirement and work destination it once was? We would have to […]

401k Roth IRA Rollover Rules

Posted on 27th March 2017 in Advice

US Expat moved offshore and still have a 401k based in the US? Already a US expat living offshore and have 401K or Roth IRA. The process of rolling over or transferring your current 401K scheme is now relatively easy with most providers. With offshore scheme provider’s available you can still invest within the US […]

What did the Spring Budget mean for QROPS?

Posted on 23rd March 2017 in Financial Advice

Spring Budget  The Spring Budget has brought changes to ‘Qualifying Overseas Pension Schemes (QROPS) . Which will affect expats who want to transfer their pensions outside the EU, New Zealand and Australia. In a policy expected to net the treasury £65 million in 2017/2018, transfers of pensions will now be subject to a 25% tax. […]

Expat Returning – Homeward bound can mean getting lost

Posted on 21st March 2017 in Advice

Expat Returning – The last thing on an expat’s mind is the homeward bound If life overseas is idyllic then the last thing on an expat returning mind is the prospect of being homeward bound and moving back to their home country. But the reality is that sometimes a permanent or temporary return is necessary. For some […]

Expat financial wealth management advice in Canada

Posted on 14th March 2017 in Financial Advice

Canada Expat Financial Advice If you are living and working in Canada there are different expat financial wealth management services for you. These range from investment management, traditional lending to asset protection and tax planning. Clearly, it’s important that your money is managed correctly. This will provide you with security in retirement and for inheritance […]

Spanish Tax Authorities are getting tougher!

Posted on 23rd February 2017 in Financial Advice

Spanish Tax Authorities getting tougher! The Spanish tax office has announced new measures to crack down on tax fraud. Their tax plan for 2017 revealed new IT tools and processes that will make it easier to investigate the Spanish tax affairs of wealthy individuals. Tax Fraud sounds very serious and of course it is. However, […]

Brexit, financial preparations for expats

Posted on 20th February 2017 in Advice

If you’re one of the British expats living in an EU country you’re likely wondering how Brexit will affect you .What financial preparations you should make ahead of Britain leaving the EU. This is especially for anyone planning on applying for dual citizenship in the country in which they are currently living . Also to ensure […]

Retire in Cyprus – Understanding Pensions

Posted on 20th February 2017 in Financial Advice

Cyprus QROPS SIPP If you have chosen to retire in Cyprus, your pensions can be the key to financial security in retirement. With Brexit looming and more options than ever, pensions can also be a source of concern and confusion. However, expatriates can find rewarding – but limited – opportunities available, could a Cyprus QROPS SIPP […]

Final Salary Pensions, Brexit and New Rules-What does it all mean for you?

Posted on 11th January 2017 in Financial Advice

With Brexit uncertainty and a range of options available, Final Salary Pensions can be a source of concern and confusion. For expats, however, there are opportunities on offer. Final Salary (safeguarded) Pension providers under pressure: Over recent months there has been a growing trend of expats looking at their Final Salary Pensions more closely. Recent […]

How will my family be affected by UK Inheritance Tax?

Posted on 9th January 2017 in UK Inheritance Tax

Many UK expats are unaware that their estate could be liable to UK Inheritance Tax (IHT). Over many years of dealing with expats it comes a massive shock that the HMRC will seek out a large chunk of their estate on their death. In this article, I will concentrate on Spain as this is where […]