• Published On: August 22, 2022|3.7 min read|

    Do You Want a Million Pound Retirement Fund?

    Could you create a million-pound pension? It might be easier than you think, with some clever saving and investment habits!

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  • Published On: August 22, 2022|3 min read|

    Do you Know Where all Your Pensions Are?

    Your pension is an asset, just like your home, and other investments. So, when you die, you’ll want to make sure that your family and loved ones are able to make use of anything that you have left in your pension pot.

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  • Published On: May 10, 2022|3.7 min read|

    Passing on your Pension

    Your pension is an asset, just like your home, and other investments. So, when you die, you’ll want to make sure that your family and loved ones are able to make use of anything that you have left in your pension pot.

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  • Published On: May 3, 2022|3.5 min read|

    Pension Transfer Values in 2022

    Record numbers of people have been transferring out of their defined benefit pension schemes in exchange for a fixed pot of money known as the CETV, or cash equivalent transfer value. But more recently values have, in some cases been declining slightly. So what’s in store for pension transfer values in 2022.

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  • Published On: April 5, 2022|2.8 min read|

    How Your Pension Can Help Mitigate Inheritance Tax

    Inheritance tax can seem like a particularly cruel charge at a time of grief. There are ways of reducing the tax burden, however, and a pension can play an important part in that.

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  • Published On: March 24, 2022|4.9 min read|

    How to Increase Your Pension Lifetime Allowance

    If your retirement savings look like they could be nearing the Pension Lifetime Allowance, you might be wondering if there are ways to avoid paying the hefty LTA tax charges that are applied.

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  • Published On: February 23, 2022|3.7 min read|

    How much money do I need for retirement?

    The amount of money you’ll need to enjoy a retirement free from financial constraints will vary depending on your circumstances and retirement plans. There are various sources of advice that can guide you on the best ways to save, and the best ways to draw income from your saving pots in the future. But ultimately, you’ll only get it right by considering all the different variables for your unique position.

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  • Published On: February 23, 2022|3.4 min read|

    How will an increase in interest rates affect CETVs

    Interest rates and Cash Equivalent Transfer Values (CETV’s) are indirectly linked, meaning that any change in rates can have a knock-on effect that may eventually mean an adjustment in your CETV. If you are considering a pension transfer and are wondering how recent economic changes may impact the cash equivalent transfer value of your final salary pension, read on!

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  • Published On: January 5, 2022|5.1 min read|

    Transferring a Pension

    If you are considering transferring your pension, there are many things to consider. Find out more about your options in our article.

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  • Published On: January 5, 2022|4.6 min read|

    Pension Advice – The Basics

    The world of UK pension schemes can be incredibly overwhelming, especially if you’re unsure about what it is that you need, or which type of scheme can suit you best. Which is why we are here to help!

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  • Published On: November 25, 2021|5.4 min read|

    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.

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  • 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.

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  • 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 [...]

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  • 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 [...]

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  • 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 [...]

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  • Published On: May 2, 2019|4.1 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 [...]

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  • 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 [...]

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  • 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 [...]

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