With many of the UK’s biggest private-sector employers struggling with pension deficits, growing numbers have approached their workforces with pension increase exchange offers. These proposals, also known as PIE offers, are deals to buy out some of the inflation proofing on your future pensions, in exchange for a bigger starting, but flat, income. In recent …
Marie Kondo preaches tidiness and simplicity. The same applies to investing. Too much clutter leads to inertia, lack of action and, all-to-often, mistakes.
As well as COVID-19 itself, we also need to avoid falling for coronavirus related scams.
In this post, we outline 9 tips that you can use to protect yourself.
What Is Rebalancing? Rebalancing is the process where the weightings of the investments within a portfolio are reset back to their original levels. It involves periodically buying or selling assets within a portfolio in order to maintain an original or desired level of asset allocation or risk. For example, say an original target asset allocation …
One of the biggest threats to a well thought out expat retirement plan is losing your job before you are ready to retire.
Here is how to plan accordingly should it happen to you.
This detailed QROPS guide is designed to provide UK expats with an impartial overview of QROPS and overseas pension transfers.
HMRC is changing the way that Capital Gains Tax is paid on the sale of UK property by expats. Find out how the new rules affect you.
Inflation is the silent assassin of expat finances. Don’t let it kill your hard earned savings.
Women have longer life expectancy, generally lower pension assets and often little or no prior involvement in managing the family finances. Not a good mix.
10 financial tips to help expats have a prosperous New Year.
How does inheritance tax work? A guide to the basics of IHT for UK expats.
Have you ever wondered what proper expat financial planning looks like? Find out here.