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
Healthcare Options for U.S. Retirees Living Overseas — Healthcare for U.S. Expats
Healthcare is one of the most important considerations for American retirees planning to live abroad. Unlike in the United States, where Medicare and employer-provided insurance can cover much of...
UK Expats: What a Cut to Tax-Free Pension Lump Sums Could Mean
UK Chancellor Eyes Cut to Tax-Free Pension Lump Sums—What Expats Need to Know Reports suggest UK Chancellor Rachel Reeves is considering cutting back the tax-free element of pension lump sums in a...
Taxes and Legal Considerations for American Retirees Abroad
Retiring abroad offers freedom and adventure, but it also introduces complex tax and legal considerations for American retirees. The U.S. is one of the few countries that taxes its citizens on...
The Ultimate Guide for American Retirees Living Abroad
Retirement is one of life’s most exciting chapters—but for many Americans, it also brings tough questions. Could living abroad be right for you? What about your healthcare, finances, and legal...










