The Importance of Financial Succession
QROPS: A Guide For Expats
In this guide, you’ll learn everything you need to know about QROPS and how it can benefit you as an expat.
Understanding the Tax Treatment of Foreign Pensions in Spain
This may seem like a peculiar topic for an article, but tax systems the world over can be peculiar, and Spain is no exception. In this article, we will review the types of foreign ‘retirement pensions’ and explain how they are taxed in Spain.
The Benefits of Transferring to a Personal Pension in Canada
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.
Pension Transfer Delays
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.
Foreign Pensioners and Non-Habitual Residents
Foreign Pensioners and Non-Habitual Residents: Tax rules for your income. 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…
Taxation of Pensions in France Made Simple
Taxation of Pensions in France Made Simple 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…
Record High for Annuity Rates
Record High for Annuity Rates Investors looking for a safe and reliable way to grow their money may want to consider investing in an annuity. Thanks to the economic conditions, rates have skyrocketed and Annuity popularity is on an upswing. Annuity rates have been rising steadily for the past nine months and have increased by…
Consolidating Your Pensions
Consolidating Your Pensions If you’ve been contributing to a pension for a while, you may have accumulated several different pots with different providers. Many reach retirement age with multiple retirement pots due to starting a new pension every time they start a new job. This can be a good thing, as it allows them to…
Impact on Taxes & Pensions
Impact on Taxes & Pensions 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 about your financial…
Transfer Amber Flags
44 of Pension Transfer Amber Flags Raised For Unknown Reasons Did you know that 44% of all pension transfers have an amber flag raised for ‘unknown’ reasons? This statistic paints a worrying picture for retirees who are looking to transfer their pensions. With so many uncertainties surrounding these transfers, it’s important to be aware of…
