An overview of the main differences between fee-based financial advice and commission-based financial advice, including the pros and cons of each approach.
If you’re starting a new life overseas, one of the things you’ll need to think about is how you plan to manage your international currency transfers. In this article one of our experts looks at the ...
I have a UK based private pension, but can I transfer my pension elsewhere?
More and more British expats are receiving letters telling them that their UK based financial accounts are shortly going to be closed. This article explains the background and various options ...
Many US expats are wrongly advised when it comes to their 401k accounts when they move abroad, so we interviewed Melissa Eugenio and Paul Beard from our partners Alexander Beard to find out what ...
I'm British but will be living in the US for a while, which is going to make me a US-connected person. How are my investments likely to be impacted?
I'm considering using a wealth manager to help me with my investments, but I'm not sure what I should be paying. What fees can I expect to pay for investment advice as a US citizen in the UK?
I want to invest in a US ETF but haven't found a broker who will help, is it possible?
I know I can’t move an IRA from the US to the UK, but is there a similar tax-free account in the UK I can take advantage of?
There is much to consider when thinking about investing into a SIPP, start with our guide to self invested personal pensions for expats
Due to various tax and regulatory complexities, it’s vital for Americans living in the UK to gain an understanding of what investment opportunities they can access, and which might be right for ...
A QNUPS is a pension scheme based outside of the UK which is not subject to UK inheritance tax. This article provides a detailed overview of QNUPS but you must seek advice before making any decisions.
Understanding the connections between interest rates, inflation and currency values is essential for effective financial management for expats. This article provides insight how fluctuations in ...
Private credit investing is an alternative investment which offers sophisticated investors the opportunity for high yield, high risk, fixed income returns. For expats and non-UK residents it brings ...
I have been living in Spain for 13 years and was planning to retire here, however my plans have changed and I will soon be relocating back to the UK to live and then retire. I originally started my ...