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 | May 28, 2019 | FATCA, General News, Investment Planning, US / UK Financial Planning
‘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...
by Cross Border | Mar 11, 2019 | FATCA, General News, Investment Planning, US / UK Financial Planning
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...
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...
