Will your UK pension be taxed at 40% or 25% or nothing upon inheritance? Is a QROPS the answer for everyone? Our expert helps you plan for the 2027 rule changes.
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British Expats Face Key Pension Rulings and Advice Risks
British expats need careful planning, professional guidance, and a clear understanding of the limits of tax treaties and consumer protections to avoid costly mistakes.
When Investing in a Sure Bet Goes Wrong
When investing, long-term success involves balancing risk avoidance (not losing it all) with opportunity, ideally with professional, regulated advice. You may come across that ‘sure bet’: a once in a lifetime opportunity. Be very careful: not all offers are trustworthy.
As an Expat, Can I Use My Financial Adviser from Home?
As an expat, you need advice from a qualified local financial adviser, who knows the tax systems and regulations of where you live now.
Ten Reasons to Take Out Life Insurance
There are many reasons to take out life insurance. many are overlooked. We look at a few ways that life insurance can protect families, businesses and inheritance.
How Much Inheritance Tax is Paid On a UK Pension?
Now would be a good time to see how the new Inheritance Tax rules will affect those (including expats) with UK pension funds and what can be done to plan for or mitigate the effects of the changes.