Financial Planning, Pensions, QROPS

UK Pension Freedom triggers 55% Tax

17 Jun , 2015  

Transferring UK pensions into offshore schemes has become very popular for Expatriates over the last few years, but the rules have changed.

Transferring existing UK pensions into offshore schemes has become more and more popular for British Expats over the last few years, but new rules may have made the move less attractive. Pension freedoms, introduced from April 6th, mean that British savers who transfer their pension to Australia or New Zealand, for example, could face a shocking […]

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Financial Planning, Retirement Planning

UK Pension Rule Changes

10 Jun , 2015  

UK Pension Changes, Retirement Planning, British Pensions

UK pension rule changes will have a big affect on expats retiring abroad, but not all is lost, as there are still options available. As you know, pensions in underfunded public schemes, such as teachers, police, NHS, and the military are now prevented from transferring their pension pots overseas. This means that anyone retiring abroad […]

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Financial Planning, Pensions, QROPS, Retirement Planning

Prove you’re alive or lose state pension

25 Mar , 2015  

Golfing retirement

Words of warning for British Expats; if you don’t want to lose your state pension, then you need to act. It is more than 100 years since David Lloyd George first oversaw the introduction of the state pension. At the time, he probably did not anticipate so many British pensioners choosing to live abroad. Equally, […]

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Financial Planning, Pensions, QROPS, Tax-free Growth

Changes to British Teachers’ Pension

10 Mar , 2015  

UK Retirement-min

In the UK, there will be changes to Teachers’ Pensions from 1 April 2015. Active members who have been building up benefits since joining, may now be wondering what will happen to them. The idea is that they will continue to be protected, and will remain in the final salary arrangements. However, it should be […]

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