Thailand British Expats – Thailand seeks to lure in wealthy British expats

Posted on 20th April 2017 in Advice

Thailand British Expats Since the announcement of Brexit, hundreds of British expats have sought a clear understanding of how this will affect them. Crucially whether or not they can continue their lifestyles. Similarly, those looking to join the Thailand British expats community are cautious of making the jump over fear for their long-term security. The […]

HMRC QROPS – 2017 overhaul of the QROPS Rules

Posted on 19th April 2017 in Financial Advice

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 […]

How to survive Article 50 Brexit as an expat

Posted on 17th April 2017 in Advice

Article 50 – Brexit as an Expat On the 28th of March, Prime Minister Theresa May signed Article 50, thereby triggering the beginning of the Brexit process. But what does Brexit as an Expat mean? We’ve discussed what Brexit as an Expat means for expats and prospective expats several times on this blog. However, now […]

Expats Vietnam work-life balance

Posted on 7th April 2017 in Advice

Expats Vietnam: An expat destination Among the top emerging destinations for expat careers is Vietnam, which is working hard to attract new overseas talent. This exotic Asian country has made rapid progress since making a commitment to major economic reforms thirty years ago, and is developing employee benefits packages for indigenous and new residents as […]

Have you left your country of residence? Wealth management for Expatriates

Posted on 30th March 2017 in Advice

Expatriates Many expatriates often ask myself, “what can they do to provide support for future circumstances”. My answer is always the same. It will depend on your current circumstances and future aims, I can then provide wealth management options to suit the individual. Education Children, what can I do to support my child’s education whilst […]

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. […]

5 financial tips for British retiring abroad

Posted on 23rd March 2017 in Advice

British retiring abroad for the sun  Every year, thousands of British retiring abroad, heading for the sun to settle in places like Spain, Portugal and Thailand. It’s believed as many as 2 in every 5 people who earn over £60,000 a year set their sights on that retirement villa abroad. Amidst the destination scouting, house hunting and […]

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 […]