by SJB Global | Mar 2, 2023 | Guides, Pension Transfers, Pensions
In this guide, you’ll learn everything you need to know about QROPS and how it can benefit you as an expat.
by SJB Global | Feb 21, 2023 | Investments, North America, Pension Transfers, Pensions
A personal pension is a great way to save for retirement. There are many benefits, including tax advantages, flexibility, and the ability to name a beneficiary. If you are considering transferring to a personal pension, here are some things you should know.
by SJB Global | Jan 23, 2023 | Pension Transfers, Pensions, Regulations
Delays in the pension transfer process are leaving financial advisers with frustrated clients. While the Pension Transfer Protocol was introduced to improve customer experience and ensure that all transfers are carried out in a timely manner, some advisers are still experiencing long wait times. Here, we explore some of the reasons behind these delays and discuss the process.
by SJB Global | Jan 16, 2023 | Europe, Pension Transfers, Pensions, Retirement, Tax
Are you retired and thinking of moving to Portugal? Or are you already living in Portugal and wondering how your retirement income is taxed? You’re in luck – we’re here to break it all down for you. Keep reading to learn more about the different types of...
by SJB Global | Nov 18, 2022 | Europe, Pension Transfers, Pensions, Retirement, Tax
Are you a UK or overseas pensioner living in France? Did you know that you may be liable to pay French tax on your pension income? In this blog post, we will explain how the French tax system works and look at some of the ways that you can reduce your taxable income....
by SJB Global | Oct 17, 2022 | Pension Transfers, Pensions, Retirement, Tax, UK
There has been a lot of change in the UK recently, with a new prime minister taking over. This article looks at how these events could impact taxes and pensions for investors. It is important to stay up-to-date on developments so that you can make informed decisions...