Pensions for expats often involve cross-border complexities, but our content provides low-fee, transparent strategies for transfers, QROPS, and optimisation in light of UK tax changes. Drawing from ONS data on emigration, we help secure your retirement. We hope you find these useful for pension planning, and seeking a second opinion ensures your setup is as efficient as possible.
Firstly, Canada has around 1 million British Expats living in Canada and is attractive due to the high quality and great nature being a few of the major attractions to Canada. Some, of the popular areas, are Toronto and Vancouver. I want to touch on the pension...
Kiwis are a friendly bunch, and many expats move to New Zealand to join their peaceful and relaxed way of living. People tend to be polite and a little conservative, so if you’re ever stuck for what to do and need to ask for help, you’re assured of finding someone to...
This will aim to outline the cost of trusts and platforms that can be used in a SIPP or QROPs for expats. I will also aim to cover the main points to look at when transferring a pension and why you might choose a SIPP or QROPs. What is a SIPP and who should have one?...
Many U.S citizens or people that may have worked in the U.S have got some form of 401k. In this article, I will aim to cover the different types of company schemes, rules that legislate U.S. pension schemes and then what are your options if you are living abroad with...
What do you think the tax rate is going to be by the time you turn 59.5 years old? Is it going up, down, the same as of 2018 which is the year of this answer? No one has a crystal ball to know for sure. However, just so you know where our tax rates have been since the...
Anyone that is not a U.S. citizen is called a non-resident alien, although the classification may seem different, the tax rate is the same as U.S. citizen. For more information about the difference between 401k, IRA and Roth it is important to clarify the differences...
As an expat are you considering transferring your pension and want to know some more details about what you can do? I will list some of the options to help you and then link in some more detailed blogs as you go along where you can find more detailed information. How...
Do you have a U.K pension and moved offshore? Have you been asked to move your pension or review your U.K pension? This article will go over the fees of U.K pension costs and look at how much does a pension transfer cost! One expat I have met said that he transferred...
401Ks are the U.S work-based pension and many U.S expats have accumulated a sizeable 401k or with 12.8% of the U.S workforce suggested to be from abroad many expats might have a 401K that they are constantly adding to. I'll explain a bit more below about 401ks for US...
As an expat who is leaving the UK there are some options you have when it comes to your pension. If you have a defined contribution pension then it is easier to transfer than a defined benefit pension. This is simply down to the regulations. Defined benefit or final...
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