Your guide to pensions, tax & expat planning
Our advisers are expats too — we understand the challenges of living, investing and retiring across borders because we do it ourselves.
Expert guidance across five critical financial areas
Managing finances across borders is complex. These resources give you clear, practical guidance so you can understand your options and stay compliant.
Pensions
Transfers and retirement savings abroad
Taxation
Compliance and treaty benefits
Investments
Strategies and currency risk
Planning
Wealth and asset protection
Regulations
Cross-border compliance rules
Over £31 billion in unclaimed pension pots in the UK alone
Millions of expats have pension entitlements they haven't claimed, are paying excessive fees, or are missing better structures for their situation.
Speak to an adviserPension & financial resources
UK Guides
What is a SIPP?
Self-invested pensions explained simply
What is a QROPS?
Overseas pension transfers explained
SIPP vs QROPS
Compare your pension options
Tax on pensions
How pension income is taxed abroad
Finding a lost pension
Track down old pension pots
UK State Pension
Claiming the State Pension while living abroad
APTA report
Pension transfer analysis explained
Types of pensions
Understanding your pension options
Tax & trusts
Understanding trusts and their tax considerations
What is a QNUPS?
Understanding specialist overseas pension arrangements
US Guides
Your 401(k) When Moving Abroad
Start here: keeping your plan, tax, withdrawals and rollovers
401(k) vs IRA When Moving Abroad
Compare US retirement accounts when living overseas
Rolling a 401(k) Into an IRA Before Moving Overseas
Explore rollover options, costs and timing considerations
401(k) Withdrawals While Living Abroad
Understand access rules and receiving retirement income overseas
How a 401(k) Is Taxed Overseas
Explore US tax, local rules, treaties and withholding
Traditional IRA vs Roth IRA Overseas
Compare tax treatment, withdrawals and conversions
Your Roth IRA When Moving Abroad
Explore contributions, withdrawals and overseas tax treatment
Looking for the latest thinking?
Our Insights blog covers market updates, regulatory changes, and expert commentary on expat financial planning — updated regularly by our global team.
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