A British Expats’ Guide to Transferring Funds to a SIPP
When it comes to saving money for the future, a Self-Invested Personal Pension, or SIPP, can be a suitable option for both UK and Non- UK residents. There are several pension choices to choose from, but a SIPP can provide you with greater flexibility, portability, and control over your investments.
Published On: November 19, 2021|6.5 min read|
A Short Guide to UK Inheritance Tax
These tips and tricks are all great ways to increase the efficiency of your estate after your death.
Published On: February 12, 2020|8.9 min read|
The Pension Lifetime Allowance and the Non Resident Enhancement Factor
I specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensions. Jessica Cook LLB (Hons) DipFA ACSI To find out [...]
Published On: November 19, 2019|3.3 min read|
Do you have a Maltese QROPS? – The New Malta Pension Rules 2019 – What you need to know
On 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a transitional period of 6 months but [...]
Published On: November 11, 2019|3.3 min read|
How to increase your pension lifetime allowance as an expat
The lifetime allowance for the tax year 2019/20 is £1,055,000 and it is likely to increase in line with inflation at the end of the current tax year. While most people [...]
Published On: May 2, 2019|4 min read|
Expat In Dubai With A UK SIPP? How To Access Your Funds Tax Efficiently
What is the Double taxation Treaty between the UAE and the UK?Double taxation agreements are signed between countries to avoid double taxation The Double Taxation Convention entered into force [...]
Published On: April 30, 2019|4.7 min read|
Find Out How To Ensure You Receive The Full State Pension.
The State Pension is a regular payment from the government most people can claim when they reach State Pension age. How much is the UK State Pension? The State [...]
Published On: March 11, 2019|5 min read|
Pension transfers in Dubai and the UAE. All you need to know.
The FCA (Financial Conduct Authority) requires firms advising on pension transfers to have specific permission for advising on pension transfers and opt-outs. If you are an expat based in [...]
Published On: March 5, 2019|5.8 min read|
What are the biggest mistakes to avoid when it comes to your pension?
All too often the reality is, and much is the case with many of the individuals I work with, that planning for our financial futures is being put on [...]
Published On: March 5, 2019|2.7 min read|
Retirement nest eggs
One of the wonderful things about living in Dubai is that it’s a cultural melting pot. The UAE provides exposure to new people, traditions and experiences on a daily [...]