Expat financial advice from the experts
UK SIPP Abroad as a Non-Resident One of the main concerns Expats have when moving abroad is managing their retirement provisions and pension pots. Cross-border financial planning has been a notoriously tricky area, with various tax-wrappers, pensions and products in play. So what are the options as a non-UK resident, and can you still have […]
Transfer Workplace Pension to an International SIPP Do you want to transfer your workplace pension to an International SIPP? Do you hold old workplace pensions in the UK which you would like to access? Often when relocating abroad legacy pension schemes, whether workplace pensions or personal pensions, tend to take a back seat in the […]
Harbour International SIPP Review The Harbour International SIPP was launched by The Pension Solutions Group as an alternative to the poor service, expensive and opaque charging products that were previously offered on the market. Rather than assess whether it has achieved its objective this review will focus on exactly what it offers and allows the […]
International SIPP (Non – Resident SIPP) An international SIPP (Self Invested Personal Pension) is exactly as it sounds in that it is the international (non-resident) version of a standard UK SIPP. Initially introduced as an alternative option to the QROPS (Qualifying Recognised Overseas Pension Scheme) which were often missold, required taking monies out of UK […]
Novia Global International SIPP Before digging down into Novia’s new International SIPP being offered by Novia Global let’s first confirm exactly what an international SIPP is and who Novia Global are. What is an International SIPP? An International SIPP is a self-invested personal pension with extensive investment options specifically built for non-UK residents whilst still […]
Since the introduction of the QROPS ‘Overseas Transfer Charge’ (OTC) on the 9th March 2017, where certain transfers to and from a QROPS are liable to a 25% tax charge, we have seen a large rise in the number of clients looking to utilise a SIPP (Self Invested Personal Pension) for managing their UK pensions. […]
Did you know that HMRC has cut all Canadian QROPS? In February 2017 Her Majestys Revenue and Customs (HMRC) decided to cut all Canadian QROPS / ROPS (Qualified/ Recognised Overseas Pensions Schemes) from the ROPS list. The reasons being that Canadian retirement plans allow for the holder to use their pension as collateral when buying a […]
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 […]
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? 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 […]
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