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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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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

No American QROPS – You can still transfer UK Pensions

Posted by Ryan Frost | Aug 31, 2018

No American QROPS – You can still transfer UK Pensions

Are you aware that HMRC has cut all American QROPS? From the 9th March 2017, the Chancellor of the Exchequer announced in his annual budget the introduction of an Overseas Transfer

Norway Expats - Oil and Gas - Financial Advice

Posted by Ryan Frost | Aug 28, 2018

Norway Expats – Oil and Gas – Financial Advice?

Norway Expats – Oil and Gas – Financial Advice Norway has one of the highest numbers of expats working in the oil and gas industry within Europe. Many of which

US expat investment advice

Posted by Ryan Frost | Jul 26, 2018

US Expat Investment Advice

US Expat Investment Advice It is unknown exactly how many US expats are currently living abroad. In 2016 the US State Department estimated there are 9 million U.S citizens living overseas,

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

Nortel pension

Posted by Ryan Frost | Apr 06, 2018

Do you hold a Nortel pension?

Do you hold a Nortel pension? If you are part of the Nortel pension scheme then it is likely you have recently received a letter from Nortel UK Pensions. The

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

Britannia QROPS

Posted by Ryan Frost | Mar 21, 2018

Do you have a Britannia QROPS?

Britannia QROPS? If you have previously lived in New Zealand then there is a good chance you hold a Britannia QROPS. First of all,  let me make clear that Britannia Financial Services

BBC pension scheme

Posted by Ryan Frost | Mar 14, 2018

Do you hold a BBC pension scheme?

Do you hold a BBC pension scheme? We have recently been contacted by a number of clients who have received details of their defined benefits BBC pension scheme and the