Resources

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...

‘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...

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...

“I have just inherited some money in the UK and I would like to know what my investment options are?” “I have just sold my property in the UK and I would like to create an investment plan for the money that works both whilst I live in the US but also if I return to...

What is a PFIC? A foreign corporation will qualify as a PFIC if 75 percent or more of the foreign (i.e. non-US) corporations’ gross income were passive income. Passive income includes interest, dividends, rents and royalties. In addition, under the asset test, a...

We have recently received several enquiries from deferred members of the Nortel Networks UK Pension Plan who now live in the USA or Canada. These members have found it difficult to access appropriately regulated and authorised financial advice from a UK based adviser...

For many Aussies, a stint living and working in the UK is often considered one of those things everyone should do. It has become more difficult recently, however, with the discussion around new anti-migrant policies. If you are planning a move to the UK, you will no...

The prospect of BBQs on the beach, hours spent surfing and the generally more laid-back lifestyle may have prompted your decision to move to Australia.You will undoubtedly have researched the main topics such as immigration, visas, employment, property, opening a bank...

Please view our document library to download our UK and Australian Cross Border Financial Planning brochure. Our service is headed up by Tania Loveday. If you have any questions for Tania please contact her on tloveday@cbfp.co.uk.        ...