For many Americans, the dream of retiring abroad offers the promise of lower living costs, new cultural experiences, and a slower pace of life. Yet alongside the excitement, U.S. citizens planning...
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U.S. Expats Moving abroad: What You Need to Know (and What Nobody Tells You)
Moving across the Atlantic feels like a fresh start, but your finances don’t reset when you land. In fact, managing money as a U.S. expat gets more complex, not less. Before you move, or if you’ve...
How to Transfer or Combine Your Pension: What You Need to Know
If you’ve gathered a few pension pots from different jobs, chances are you’re wondering how to bring them together, or whether it even makes sense. You’re not alone. That’s one of the most common...
Thinking About a Defined Benefit Pension Transfer? Here’s What to Know in 2025
Defined benefit pensions have long been seen as one of the most secure ways to fund retirement. But recently, more people have started looking into whether transferring out of a DB scheme could be a...
Latest Adviser Posts
UK Pension Inheritance Tax for Expats: What to Know in 2025
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding...
Lifestyle Tips for American Retirees Living Abroad
Retirement abroad offers more than financial freedom—it provides the opportunity to embrace a new lifestyle, explore different cultures, and create lasting memories. For American retirees, adjusting...
Top International SIPP Providers for UK Expats in 2025
Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer...
QROPS in 2025: Key Updates UK Expats Must Know
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges....