Financial Advice for expats in Portugal

Posted on 1st August 2019 in Advice

Moving abroad? Consider Portugal. So, other than a high quality health system, easy accessibility to the rest of the world and 3300 hours of sunshine a year! What other reason do expats in Portugal have for the move? How about the Portuguese Non-Habitual Tax Resident scheme (NHR)? What is NHR? The NHR is a Portuguese tax regime […]

Pension Sharing Order for a QROPS

Posted on 25th April 2018 in Advice

Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process that can be followed to facilitate the court requirements. To start with let’s break down the overall position and terminology used. QROPS – What exactly is it? […]

What impact does the 720 Modelo have on my pension?

Posted on 6th April 2018 in Advice

720 Modelo and my pension Before answering ‘what impact does the 720 Modelo have on my pension’ we are best off breaking it down. Many of our clients know about the 720 Modelo but are unsure the exact details and associated implications. So…… What is the 720 Modelo? Brought in under new legislation in 2012 […]

Do you hold a BBC pension scheme?

Posted on 14th March 2018 in Advice

Do you hold a BBC pension scheme? We have recently been contacted by a number of clients who have received details of their defined benefits BBC pension scheme and the options available to them. The letter from the BBC states you have 2 options. Option 1: Claim your full BBC pension. This means the full defined […]

Transfer my Dutch pension

Posted on 24th November 2017 in Advice

The Netherlands is frequently recognised as having one of the world’s top ranking pension systems by the Melbourne Mercer Global Pension Index. This high ranking is thanks to the diversity of the Dutch pension system’s funding sources, its accuracy in measuring costs and contributions to ensure fair distribution, and its strong regulation by the Dutch […]

Why Oman? Healthcare, Jobs, Lifestyle, Schools.

Posted on 15th September 2017 in Advice

What you need to know about moving to Oman… For many Moving to Oman is not the first thing that springs to mind when thinking about moving abroad. But with a strong, and growing, infrastructure, job opportunities, cheap (and luxury) accommodation and good health care and schools, Oman could be the perfect destination for you […]

Pension Transfer Values

Posted on 4th September 2017 in Advice

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 […]

Looking to export? You may need to spend time living abroad

Posted on 1st September 2017 in Advice

There’s thousands of opportunities out there, it’s your job to find them and conquer them. UK business owners are currently going through a period of great uncertainty. With the economy going through something of a rough patch, and Brexit ambiguity a constant shadow hovering above us, many businesses are more concerned with staying afloat than […]

Should I transfer to a QROPS?

Posted on 16th August 2017 in Advice

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 […]

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 […]