UK pension transfer to Ireland – What to consider

Posted on 8th February 2019 in Advice

As we wait and see how Brexit will unfold, there is a lot of uncertainty and worry at the moment of what will happen next. Any expats who have left the UK and returned to Ireland wonder if they should look into a UK pension transfer to Ireland. Your unique position as an expat If […]

Expat Pension Sharing Order for UK Company Pensions

Posted on 6th November 2018 in Advice

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 […]

Do you hold a Brooklands SIPP?

Posted on 25th October 2018 in Advice

Brooklands SIPP First of all, if you are a Brooklands SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Brooklands SIPP has become synonymous with misselling of SIPP’s. As a result, the FSCS (Financial Services Compensation Scheme) is paying out to clients who invested in their […]

No French PERP/QROPS – You can still transfer

Posted on 4th September 2018 in Advice

Are you aware that HMRC has cut all French PERP/QROPS? As of December 2016, all French PERP/QROPS were delisted by HMRC.  A PERP (Plan d’Epargne Retraite Populaire) is a long-term savings product that provides an additional regular income from retirement age. A QROPS (Qualifying Recognised Overseas Pension Scheme) is a non-UK based pension scheme recognised by […]

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 […]

Norway Expats – Oil and Gas – Financial Advice?

Posted on 28th August 2018 in British expats

Norway Expats – Oil and Gas – Financial Advice Norway has one of the highest numbers of expats working in the oil and gas industry within Europe. Many of which stay for a set period of time before returning “home” or moving on to pastures new. As a result, they are in a unique position […]

Fee based financial advice Spain

Posted on 26th August 2018 in Advice

Fee based financial advice Spain Spain has the highest numbers of British Expats throughout the world. It is easy to see why with the climate, food and low cost of living. As a result, there are a huge number of financial advisers in Spain, the majority of which still all work from a commission-based model. […]

Financial Advice for expats in Dordogne

Posted on 26th August 2018 in Advice

Financial advice for expats in Dordogne Dordogne has long been a favourite with British expats thanks to its picture-perfect countryside, fantastic weather and renowned food and wine. Many have “holiday” home here while others have come and never left. With the high number of Brits bring the need for financial advice for those expats living here. […]

BT Pension Transfer Advice | Should you transfer?

Posted on 21st August 2018 in Company News

Do you hold a BT Pension? – BT pension transfer advice The BT pension scheme currently has one of the largest pension deficits throughout the world.  More recently it was in the news for an accounting error underestimating the scheme by another £500 million. Furthermore back in March, BT announced their final salary scheme would end in the May […]

Do you have a Halliburton Pension?

Posted on 21st August 2018 in Advice

Halliburton Pension- Background Halliburton Company is an American multinational corporation. One of the world’s largest oil field service companies, it has operations in more than 70 countries.It owns hundreds of subsidiaries, affiliates, branches, brands, and divisions worldwide and employs approximately 50,000 people Unlike a number of companies, The Halliburton defined benefits/final salary pension scheme is one of the […]