British expats advised to watch their pensions
State pension payments could rise to £935 a week from April next year.
The new government will introduce a new Pensions Scheme Bill
The new government will introduce a new Pensions Scheme Bill.
What does the new UK government mean for pensions?
Until a tax or pension change is announced, we can only speculate what will happen in the ever-changing world of politics.
Your money needs to last as long as you do, so having a financial planning road map is important
Your money needs to last as long as you do, so having a financial planning road map is important.
Protect your pensions and retirement savings for the long-term
Pensions are key for our long-term financial security, but they’re complex.
Taking your UK pension in Spain Tax and advisory issues to be aware of
A 2021 ruling determines that unless a pension is a Spanish or EU contract, transfers from ‘third country’ pension schemes to EEA pension schemes are subject to personal income tax on the whole fund value, up to 49.5% in the Balearics.
Plan your retirement with the help of an advisor
Plan your retirement with the help of an advisor.
Looking after your financial wellbeing
Your portfolio needs to be designed around your circumstances, needs, objectives and risk profile – too many people have investments that aren’t suitable and too risky for them.
Expatriates who have UK pension funds above £1 million
Expatriates who have UK pension funds above £1 million (or likely to swiftly exceed this level) may have options to transfer to a suitable alternative pension scheme, depending on your personal situation.
UK 2023 budget abolishes the pension lifetime allowance
Your lifetime allowance is the amount you can hold in combined UK pension benefits (excluding the state pension) before incurring additional tax charges.
Once you are resident in Spain, most UK pension income is only taxed here
Once you are resident in Spain, most UK pension income is only taxed here.
Pensions are usually key to financial security through retirement
Pensions are usually key to financial security through retirement.