How to work your pension around the new 25% QROPS charge

How to work your pension around the new 25% QROPS charge

If you’re in shock from the UK budget and the 25% tax on QROPS transfers, rest assured there are still solutions to your pension problems In the wake of the new UK budget, many British expats in France are concerned by how the sudden 25% tax on transfers to...
MARKET UPDATE – OCTOBER 2024

MARKET UPDATE – OCTOBER 2024

VOLATILE THIRD QUARTER ENDS WITH BOOST FROM US INTEREST RATE CUT AND CHINA STIMULUS The third quarter ended positively for both equity and bond markets. The heightened volatility of early August – due to fears of a US recession, the unwinding of the yen carry trade...
QROPS Transfers: Navigating the New 25% Tax Charge

QROPS Transfers: Navigating the New 25% Tax Charge

When transferring a UK pension to a QROPS, bear in mind the tax implications of Britain’s new overseas transfer allowance (OTA), says financial adviser Daniel Butcher. UK pension holders in France should be mindful of the overseas transfer allowance (OTA), which was...
Is Your Assurance Vie at Risk? Three Tax Changes to Watch

Is Your Assurance Vie at Risk? Three Tax Changes to Watch

Expats holding French assurance vie policies should consider shifting their assets before looming government tax hikes take effect, warns finance expert Daniel Butcher Significant tax increases on assurance vie policies could arise if the government’s latest proposals...
MARKET UPDATE – AUGUST 2024

MARKET UPDATE – AUGUST 2024

VALUATION CONCERN BRINGS PROFIT-TAKING IN TECH LEADERS The tide turned for the Magnificent Seven stocks during July as a disappointing start to the tech stock earnings season saw Alphabet, Tesla, and Microsoft share prices slide. This prompted the Nasdaq to fall 10%...