Public sector pensions – a new window to transfer

Are you part of a UK public sector, defined benefit scheme? Did you miss the deadline to transfer out? All may not be lost! Transfers from unfunded public sector pensions – including civil service pensions, teachers pensions, the armed forces, … Read More

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The new IHT rules and how they can affect ex-pats

As expatriates we often benefit from considerable tax advantages. Unfortunately, however, if you are UK domiciled there is no getting away from UK inheritance tax, no matter where in the world you reside. It is important to note that the … Read More

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British expats and maintaining UK national insurance contributions

It is important that British expats understand the rules in relation to their eligibility to the state pension. The purpose of paying Voluntary National Insurance contributions is to secure entitlement to various UK National Insurance benefits like the basic State … Read More

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Do your homework on your children’s education costs

We all want our children to have the best in life and education is an integral part of this. We all know that schooling and university is costly, and as an expat, educating your children abroad can be even more … Read More

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Statistics that show why we all need to save more

Working in financial services requires you to keep up to speed with the ever changing financial landscape and the many changes that come into play regarding legislation. And so in my quest to remain informed, and whilst studying for yet … Read More

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A little note about Standard Life’s offshore savings plan in the UAE

Do you have an offshore savings plan with Standard Life in the UAE? If so you need to read this! This week we experienced a rumble in the financial services industry as we saw Standard Life pull out of the … Read More

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How to be financially fit

Being financially and physically fit work hand in hand because your physical health and your financial health are arguably the most important factors affecting your well being, security, and your quality of life. People spend a lot of time worrying … Read More

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How ex-pats can get their currency conversion right

Whether you are comfortably settled as an expatriate, just about to make the big move offshore, or perhaps you’re thinking of repatriating home, making and receiving international payments can often be a laborious task. For many, international money transfers not … Read More

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The clock is ticking for public sector workers and their pension pots!

Are you in a UK public sector defined benefit scheme?  If so you have less than 10 months if you wish to transfer it. Why? The government is removing the right to transfer from public sector defined benefit schemes to … Read More

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The time has come! FATCA comes into effect today.

If you are from the US then you’ve probably heard of the Foreign Account Tax Compliance Act (FATCA), but are you aware of how it could affect you?  The legislation came into full effect on the 1st of July 2014 … Read More

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