by Cross Border | Aug 24, 2021 | General News, QROPS / UK Pension Planning, UK / Australia Financial Planning
Cross Border Financial Planning’s Edward Cole discussing in the Telegraph, the financial implications of retiring in Australia....
by Cross Border | Jan 14, 2021 | General News, QROPS / UK Pension Planning, UK / Australia Financial Planning, US / UK Financial Planning
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...
by Cross Border | Jun 10, 2020 | General News, Investment Planning, QROPS / UK Pension Planning, UK / Australia Financial Planning, US / UK Financial Planning
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...
by Cross Border | Jul 22, 2019 | FATCA, General News, QROPS / UK Pension Planning, UK / Australia Financial Planning, US / UK Financial Planning
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...
by Cross Border | Feb 4, 2019 | General News, QROPS / UK Pension Planning, US / UK Financial Planning
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...
by Cross Border | Oct 22, 2018 | FATCA, General News, QROPS / UK Pension Planning, US / UK Financial Planning
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...
