If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
Moving overseas as a UK expat opens exciting new financial opportunities but also brings challenges, especially when investing a lump sum. Whether you have inherited money, saved a windfall, or are transferring assets internationally, knowing how to invest wisely can...
If you’re planning to move abroad or are already living overseas, your UK pension may not be working as hard for you as it could be. Many British expats, and even those just considering a move, are exploring the option of a UK pension transfer to better align with...
If you are thinking about retiring in Australia, it may be possible to move your UK pension there, but there are strict rules. Transfers can only be made to Australian superannuation funds that appear on HMRC’s list of recognised overseas pension schemes (QROPS), and...
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 complete a request to pay missing years of contributions for UK...
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? Â This post explains what an Assurance Vie is, its key benefits, tax advantages, and...
Please ensure to submit questions you would like covered so we can make this time as valuable as possible. It is important to do this at least 24 hours before the start of the webinar to ensure we have time to cover as many topics as possible.
If you have any queries, comments or feedback please send through to: [email protected]
