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Cross Border Financial Planning in the Telegraph

Cross Border Financial Planning's Edward Cole discussing in the Telegraph, the financial implications of retiring in Australia. https://www.telegraph.co.uk/pensions-retirement/financial-planning/retiring-australia-lowdown-tax-property-get-tax-free-pension/

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Flexi-Access Drawdown Pensions for Non-UK residents

Accessing money from your UK pension as a non-UK resident can be challenging. Annuities (guaranteed income payments for a fixed period of time or for life) are very difficult to find for Non-UK residents, which makes income drawdown a popular choice. Before delving...

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ISA planning when you are a US connected individual

‘I didn’t realise the tax problems that my Stocks and Shares ISA in the UK would cause me. Should I get rid of it and what are my options?’   Stocks and Shares ISA’s are a tax efficient way to invest for a UK citizen living in the UK. However, for an American expat in...

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UK Pension Planning for British Expats in America

When the British Government are conjuring up ideas of how to raise extra revenue, you can bet that pensions will be somewhere in the top one of that list. Pension legislation was never simple to start with but ironically this makes it more appealing for the chancellor...

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Royal London Talisman Personal Pension Plan

Royal London has recently written to its customers to gauge interest in a bonus scheme for pension transfers out of its guaranteed annuity products. They plan to offer those clients with Guaranteed Annuity Rates an opportunity to exchange the benefit for an enhanced...

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Cross Border Financial Planning in the Telegraph

Cross Border Financial Planning's Edward Cole discussing in the Telegraph, the financial implications of retiring in Australia. https://www.telegraph.co.uk/pensions-retirement/financial-planning/retiring-australia-lowdown-tax-property-get-tax-free-pension/

Flexi-Access Drawdown Pensions for Non-UK residents

Accessing money from your UK pension as a non-UK resident can be challenging. Annuities (guaranteed income payments for a fixed period of time or for life) are very difficult to find for Non-UK residents, which makes income drawdown a popular choice. Before delving...

Expat Investment Problems – What you think you are getting is not what you get…

For many years I have been advising globally mobile people and their families and there has always been an issue that regularly arises.  Non-UK based Financial advisers selling commission-based investment and pensions products to expats. It is often the case that...

What are the differences between a Personal Pension and Self Investment Personal Pension (SIPP)?

When it comes to managing your UK pensions and preparing them for retirement, especially when you live outside of the UK or you are a US connected individual, care needs to be taken. You will have to deal with a lack of providers willing to help you, currency risk and...

ISA planning when you are a US connected individual

‘I didn’t realise the tax problems that my Stocks and Shares ISA in the UK would cause me. Should I get rid of it and what are my options?’   Stocks and Shares ISA’s are a tax efficient way to invest for a UK citizen living in the UK. However, for an American expat in...

Tax efficient Investing for American expats in the UK

For an American expatriate in the UK, a UK pension can provide a solution to meet the tricky objective of tax efficient investing. For a British expat in America, you can find out more about the UK pension planning opportunities here...

Defined Benefit Pensions – A good place to start if you are considering transferring out of one

We have prepared the following video as a starting place that covers the main issues encountered when considering transferring out of a Defined Benefit / Final Salary pension. https://cashcalc.co.uk/triage/rey1xWtDu9BPGDac5qWQ2oY Please feel free to contact us should...

UK Pension Planning for British Expats in America

When the British Government are conjuring up ideas of how to raise extra revenue, you can bet that pensions will be somewhere in the top one of that list. Pension legislation was never simple to start with but ironically this makes it more appealing for the chancellor...

Royal London Talisman Personal Pension Plan

Royal London has recently written to its customers to gauge interest in a bonus scheme for pension transfers out of its guaranteed annuity products. They plan to offer those clients with Guaranteed Annuity Rates an opportunity to exchange the benefit for an enhanced...

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