No American QROPS – You can still transfer UK Pensions

Posted on 31st August 2018 in Advice

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 […]

Do you hold a Nortel pension?

Posted on 6th April 2018 in British expats

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 […]

Financial advice for expats in Mumbai

Posted on 6th March 2018 in Advice

Financial advice for expats in Mumbai It has recently been reported that Mumbai’s expats are the world’s highest paid according to an HSBC survey. With high earnings brings the need for financial advice for expats in Mumbai. We receive numerous inquiries regarding what options are available to an expat in Mumbai to get their money working […]

Evonik Industries Pension Scheme?

Posted on 25th January 2018 in Advice

Do you hold an Evonik Industries Pension? The Evonik Industries pension scheme currently has the 6th largest pension deficit throughout the world.  According to MSCI’s research, which examined the pension funding status of 5,300 companies. Evonik Industries has a 32.5% gap between its pension obligations and the resources set aside to fund them. If you […]

Expat Tax in Spain

Posted on 7th December 2017 in Advice

With Spain being one of the top destinations for expats, have you considered the tax implications that are required and, how sufficient wealth advice can help? Under the current rules, you are liable for tax in Spain on worldwide assets if you are here for 183 days or more. This still applies even if you […]

Expat Investment Platforms – is now the right time?

Posted on 4th December 2017 in Advice

Expat Investment Platforms Expat investment platforms and deciding whether to use one is never an easy decision. There are so many factors to consider, it is hard for any expat investor to know where to start. Firstly, what do expat investment platforms actually bring to the table? Think of it as a one-stop shop for all your financial needs and […]

Retire early – The Expat Guide

Posted on 1st December 2017 in Advice

Retire Early… Most people spend 40 years of their lives working towards it, but how many people genuinely spend 40 years planning for it? (On average) The 40 year working life of an adult provides for the purchase of a house, the education of children, and the luxuries that you can bestow on your nearest and dearest […]

Expat Financial Advisor Luxembourg

Posted on 9th November 2017 in Advice

Financial Advisor in Luxembourg Just as there are many reasons why expats choose to live and work in Luxembourg, there are many reasons for seeking financial advice. It is also important to understand the various forms of financial advice and what each financial advisor can offer. Understanding Financial Advice The most comprehensive advice, taking into […]

Nigeria or South Africa? Which is best for expats?

Posted on 29th September 2017 in Advice

Africa for expats,  Nigeria or South Africa? Here’s what you should know before making a decision… Not only is Africa rich with culture and history it has, as a whole, has seen impressive economic growth and advances in political stability in recent years. Making Africa for expats an ideal place to explore opportunity. But, when it […]

Moving to Brunei with your family?

Posted on 20th September 2017 in Advice

Moving abroad with your family? How about Moving to Brunei… Most people have heard of Brunei however very few could place it on a map. Yet there are currently around 160,000 expats residing there, making up 40% of the total population. Is moving to Brunei a good idea? For those that visit, they would find the […]