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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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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…
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…
As an expatriate have you considered the Inheritance tax liabilities from your estate that will be left to the beneficiaries? Do you need to look at ways to reduce this…
Retiring abroad? What is the difference between QROPS and SIPP? Does a warmer climate, lower tax and a relaxed lifestyle get you dreaming of life abroad? These dreams are undoubtedly…
You can’t take it with you, so what happens to your assets once you’ve passed? There are a lot of great reasons to move to your dream location when you…
What is a Guernsey QNUPS? In simple terms a QNUPS (Qualifying Non UK Pension Scheme) is a qualifying non UK pension scheme that is UK tax recognised. They are established…
Many UK expats are unaware that their estate could be liable to UK Inheritance Tax (IHT). Over many years of dealing with expats it comes a massive shock that the…