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Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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UK Pension after Brexit

Posted by Ryan Frost | Jan 21, 2021

UK Pension after Brexit

UK Pension after Brexit (Please note this article does not apply to UK State pensions) With Brexit now completed there are many concerns and unanswered questions regarding the effects on

move to portugal

Posted by Ryan Frost | Aug 01, 2019

Financial Advice for expats in Portugal

Moving abroad? Consider Portugal. So, other than a high quality health system, easy accessibility to the rest of the world and 3300 hours of sunshine a year! What other reason

Expat Pension Sharing Order for UK Company Pensions

Posted by Ryan Frost | Nov 06, 2018

Expat Pension Sharing Order for UK Company Pensions

Expat Pension Sharing Order for UK Company Pensions Pension sharing order for UK company pensions has become more and more common in recent times. The process itself is not overly

brooklands sipp

Posted by Ryan Frost | Oct 25, 2018

Do you hold a Brooklands SIPP?

Brooklands SIPP First of all, if you are a Brooklands SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Brooklands

Capita Oak

Posted by Ryan Frost | Apr 25, 2018

Pension Sharing Order for a QROPS

Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process

Expats Rights after Brexit

Posted by Ryan Frost | Apr 17, 2018

Expats’ rights after Brexit (Via The Guardian)

Lisa O’Carroll reports on British nationals grilling the British ambassador in France (12 April). We had a similar meeting in Estonia last year. Although the atmosphere was a little less hostile than

Frankfurt

Posted by David Naughton | Apr 11, 2018

Brexit Winners & Losers – Brexit Frankfurt

Brexit Frankfurt With a little less than a year to go before the UK formally leaves the EU, it is still very difficult to predict with any certainty, what Brexit

720 Modelo pension

Posted by Ryan Frost | Apr 06, 2018

What impact does the 720 Modelo have on my pension?

720 Modelo and my pension Before answering ‘what impact does the 720 Modelo have on my pension’ we are best off breaking it down. Many of our clients know about

Brexit

Posted by Ryan Frost | Mar 27, 2018

‘Britain seems broken now’: faces from the Brexit exodus to Europe (via The Guardian)

The EU referendum result spurred a life-changing move to a better standard of living for these couples and families. An increasing number of Brits disappointed and angry about the referendum

Generali Vision

Posted by Ryan Frost | Mar 26, 2018

The Generali Vision Scandal – How Unhappy are you?

The Generali Vision… Your Offshore Pension Plan. Your Offshore ISA. The key to your education planning. Thousands and thousands of these policies have been sold to expats in the last decade