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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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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,

QROPS

Posted by Ryan Frost | Jul 27, 2018

Portugal – QROPS, and Taking Your Pension Tax Free!

If you are one of the many Brits looking at a retirement offshore? Or just considering a change of lifestyle and becoming an expat, Portugal could be the place for

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

QROPS Complaints

Posted by Ryan Frost | Mar 08, 2018

QROPS Complaints! Have you been missold a QROPS?

QROPS Complaints Have you been mis-sold a QROPS? Are you currently in a Maltese or Gilbrator QROPS but don’t know why and are now locked in with expensive annual management

Evonik Industries pension

Posted by Ryan Frost | Jan 25, 2018

Evonik Industries Pension Scheme?

Do you hold an Evonik Industries Pension? The Evonik Industries pension scheme currently has the 6th largest pension deficit throughout the world.  According to MSCI’s research, which examined the pension

expat tax in spain

Posted by Ryan Frost | Dec 07, 2017

Expat Tax in Spain

With Spain being one of the top destinations for expats, have you considered the tax implications that are required and, how sufficient wealth advice can help? Under the current rules,