Resolving Pension Tax Hurdles for Expats

Resolving Pension Tax Hurdles for Expats

A strategy for optimising QROPS when moving from the UK to France The situation. Ruth* had benefited from a Guernsey RATS (Retirement Annuity Trust Scheme), which qualified as a QROPS (Qualifying Recognised Overseas Pension Scheme), while living in the UK due to...
Moving to France? These Tax Hacks Could Save You Thousands

Moving to France? These Tax Hacks Could Save You Thousands

Brits leaving the UK can save up to 69% in taxes by following these four tax-saving steps. Money must-do. UK residents planning a new life in France can create mega tax cuts by applying a focused financial strategy before the move.  Pension win. Withdraw...
Managing UK Investments for Expats

Managing UK Investments for Expats

Five steps to take control of your UK assets The situation. Richard*, a British expat in France, had UK-based investments, including a SIPP and portfolios managed by a UK IFA. Due to regulatory restrictions, his adviser could no longer serve non-UK residents,...