Back in 1981, the financial landscape was undergoing significant changes. One such change was the introduction of Section 32 of the Finance Act 1981, a move that allowed pension scheme trustees for...
What is Section 32 Buyouts?
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Record Number of Elections in 2024
What Does it Mean to Markets? As we approach a pivotal period in global politics, it's crucial for our esteemed clients to understand the potential implications of the upcoming elections on the...
General Defined Benefit Rules
Understanding Defined Benefit Pension Schemes Trust Structure and Trustees' Responsibilities At the heart of every Defined Benefit pension scheme is a trust, a structure ensuring the scheme's assets...
UK Pension Changes 2024
The UK Pension Overhaul: A Closer Look The UK pension landscape is undergoing a significant transformation. The Lifetime Allowance, a familiar term to many, is being phased out and replaced by three...
Latest Adviser Posts
UK State Pension Guide for Expats (2025 Update)
What’s Inside This Guide Thank you for taking the time to read our UK State Pension Guide for Expats. In this guide, you’ll find: Information on how to check your UK National Insurance record How to...
Assurance Vie France: Expat Guide to Tax-Efficient Investing
For residents of France, an assurance vie is a key financial product worth considering. But what exactly is an assurance vie, and what benefits does it offer to those living in France? This post...
International SIPP – An Overview
An International SIPP (Self-Invested Personal Pension) is a UK-registered pension arrangement tailored for British nationals living overseas. It allows expats to retain control over their UK pension...
Repatriation Planning for British Expats: Navigating UK Tax Changes in 2025
Returning to the UK after a period of living overseas requires more than booking a flight. With the UK’s tax reforms now in effect from 6 April 2025, British citizens must understand how their...