Inheritance Tax Planning & Inheritance Tax Mitigation for Expats

Inheritance Tax Planning & Inheritance Tax Mitigation for Expats / Non UK Residents As Benjamin Franklin said, death and taxes are life’s only two certainties. Unfortunately, with inheritance tax, it’s possible for the two to occur simultaneously. To understand more about what you can do, today, to reduce the inheritance tax...

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Quilter International EIB / ERB Review. Before Buying You May Find This Helpful

If you have been recommended an Executive Investment Bond, or Executive Redemption Bond, EIB, ERB from Quilter International, by an international financial adviser, you may be able to secure significantly lower costs by investing into the EIB, ERB via us. The Quilter International Executive Investment Bond is an excellent investment product...

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Pension Access Options for Expats

What are the various options for accessing a pension pot?   If the time has come for you to access your retirement savings, then the good news is that there are a number of different ways in which you can do this. You certainly have a lot more flexibility in this respect...

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Financial Advice At Retirement for British Expats

Why financial advice at retirement stage is so important   Whether you are a UK resident or an expatriate, it can be beneficial to consult a financial adviser at different stages of your life, for example when:   Saving for your retirement Investing to make the most of your capital Seeking to minimise...

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QROPS Guide 2021 – Read to Understand More

Qualifying Recognised Overseas Pension Schemes   A Qualifying Recognised Overseas Pension Scheme (QROPS) is a pension scheme which is based outside of the UK, but which is still registered with HM Revenue & Customs in the UK. It basically means a pension scheme based overseas that HMRC is happy for you to transfer...

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International SIPP Guide 2021

International SIPPs   What is an International SIPP?    A Self-Invested Personal Pension (SIPP) is a pension plan that allows you to take complete control of where your contributions are invested. A SIPP usually provides access to a wide range of different investments, including:   Shares of individual companies, including those of companies that aren’t...

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UK Pension Transfers, QROPS, International SIPPs, for UAE Residents

Two Retirement Options for Resident Ex-Pats in the United Arab Emirates If you are going to retire in the United Arab Emirates, or are planning on remaining in the UAE for an extended period of time, as an ex-pat it’s a good idea to know your UK Pension Transfer options. As a...

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Best International SIPP, International SIPP Reviews

International SIPPs, Best International SIPP, International SIPP Reviews Contact us today for a fee-free initial discovery call with a UK regulated, Chartered (the highest level of qualification) Financial Planner. We look forward to speaking with you. We all know that pension planning is complicated, but it’s something we all have to...

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Ipensions SIPP Review – The SIPP for Expats – Read This Before You Buy

The Ipensions SIPP, The Ipensions Adviser SIPP, The Ipensions International SIPP - Read This Before You Buy The Ipensions SIPP (formally Momentum International SIPP) has emerged, in recent years, as one of the most popular Self Invested Personal Pensions (SIPP) for the non-UK resident. With the door for transfer to QROPS...

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Change QROPS Adviser – New Adviser for QROPS – Transfer QROPS Adviser

Want to improve the performance of your QROPS? Got a QROPS but no longer in contact with your original adviser? If you want to change QROPS adviser or have a QROPS and you're not happy with the performance of your QROPS, speak to us. Looking to reduce QROPS charges? As UK...

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