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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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French PERP/QROPS

Posted by Ryan Frost | Sep 04, 2018

No French PERP/QROPS – You can still transfer

Are you aware that HMRC has cut all French PERP/QROPS? As of December 2016, all French PERP/QROPS were delisted by HMRC.  A PERP (Plan d’Epargne Retraite Populaire) is a long-term savings

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

Fee based financial advice Spain

Posted by Ryan Frost | Aug 26, 2018

Fee based financial advice Spain

Fee based financial advice Spain Spain has the highest numbers of British Expats throughout the world. It is easy to see why with the climate, food and low cost of

financial advice for expats in dordogne

Posted by Ryan Frost | Aug 26, 2018

Financial Advice for expats in Dordogne

Financial advice for expats in Dordogne Dordogne has long been a favourite with British expats thanks to its picture-perfect countryside, fantastic weather and renowned food and wine. Many have “holiday” home

BT pension transfer advice

Posted by Ryan Frost | Aug 21, 2018

BT Pension Transfer Advice | Should you transfer?

Do you hold a BT Pension? – BT pension transfer advice The BT pension scheme currently has one of the largest pension deficits throughout the world.  More recently it was in the news

Halliburton

Posted by Ryan Frost | Aug 21, 2018

Do you have a Halliburton Pension?

Halliburton Pension- Background Halliburton Company is an American multinational corporation. One of the world’s largest oil field service companies, it has operations in more than 70 countries.It owns hundreds of subsidiaries, affiliates, branches,

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

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