Advice Articles

Expat financial advice from the experts

philippines

Expatriates Retirement Visa in the Philippines

Expatriate Retirement Options Expatriate’s now retiring in the Philippines now have the option for a Special Retirement Resident Retires Visa (SRRV). The SRRV is a retirement program for the expatriate and, is issued by the Philippines Retirement Authority as part of the Bureau of Immigration. With the Philippines fast becoming an expatriate destination with most […]

pension sipp

Pension Transfer Values

pension transfer values Lump sum or regular income… what’s your best option? With previous employers offering huge pension transfer values and schemes being more flexible than you thought. What is your best option as you enter into, or continue your retirement. Defined benefit scheme As many at 5 million people have built significant pensions through […]

Should I transfer to a QROPS

Should I transfer to a QROPS?

Should I transfer to a QROPS? When you’re an expat, finances can (and invariably do) get complicated. In today’s article, we’re going to identify when expats should be considering a QROPS – and perhaps crucially, answer the question ‘Should I consider a QROPS transfer’? Let’s set an example: take a person aged in their mid-fifties […]

QROPS v SIPPs

How will retiring abroad affect your pension?

Retiring abroad If you’re approaching retirement age, the chances are you’ve spent a good few months thinking about how you’ll spend the upcoming years. You may plan to travel, take up a new hobby, spend more time with family or even take on another type of job. For many people, however, the lure of hot […]

Muslim Expats

Muslim Expats & Shariah Islamic Compliant Funds

Muslim Expats – Pension & Investment Funds Muslim expats leaving the UK with accumulated wealth or UK pensions have options to invest into Shariah/Islamic compliant funds. Islam is the second largest religion in the world with around 2 billion adherents making up for around 24% of the world’s population. Almost 31% of Muslims are from […]

working in Taiwan

Living and working in Taiwan for expats

With a survey conducted with over 14,000 Taiwan Expats, working in Taiwan has now become one of the hotspots for expats. With many people retiring in Asia now, some expats are choosing Taiwan to work. Many are having to transfer pensions to a suitable SIPP following the new pension rules.  Whilst others have no pension […]

HMRC QROPS

HMRC QROPS – 2017 overhaul of the QROPS Rules

Why did HMRC decide to change the HMRC QROPS requirements? In light of the increased pension flexibilities introduced in April 2015, HMRC decided to review the conditions for HMRC QROPS.  An overseas arrangement has to satisfy if it is to be a qualifying arrangement. From April 2015, retirement savers over age 55, can opt to […]