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by Alexander Beard, on Apr 26, 2017 10:14:07 AM

In the Budget, the Chancellor Philip Hammond announced a 25% charge for people moving their pension abroad. If you’re planning to spend your retirement somewhere warmer and sunnier than the …

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by Alexander Beard, on Apr 18, 2017 9:33:48 AM

UK Pension Rules (or does it?) In the UK Budget handed down in March new rules relating to the transfer of UK Pensions were announced and subsequently legislated. The HMRC …

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by Alexander Beard, on Jan 18, 2017 10:54:59 AM

The post-Brexit period could already be having implications, particularly as relate to Franco-British relations, in the form of pension fund transferability. Indeed, the English tax administration, HMRC, has just officially …

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by Alexander Beard, on Jan 9, 2017 11:02:54 AM

I am pleased to say that Alexander Beard (France) is out of the starting blocks and busily doing business. Obviously a significant part of 2016’s activities focussed upon establishing the legal …

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Topics:Alexander BeardEuropeEUVESTFinancial PlanningQROPSUK

by Alexander Beard, on Feb 26, 2016 6:54:50 AM

You may or may not have heard of a QROPS but if you have a UK personal pension, as many ex-pat Brits do, this article may be of some interest …

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Topics:AMVESTEmigrationExpatriateFinance for EmigrationQROPSUKUSA

by Alexander Beard, on Jul 8, 2015 4:13:04 AM

The new pension freedoms, which came into force on April 6th 2015, have highlighted a potential problem for UK nationals looking to emigrate abroad and take their pensions with them …

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by Alexander Beard, on Oct 30, 2014 9:56:45 AM

By Philip Teague, Divisional Director - Expat and Emigration Division, Alexander Beard For a long time now, the appropriate use of QROPS for British expats who are resident in the …

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Topics:EmigrationExpatriateFinancial PlanningPensionsQROPSUK

by Alexander Beard, on Jun 27, 2014 10:27:22 AM

Qualifying Recognised Overseas Pension Schemes (QROPS) is a legitimate retirement planning tool for the majority of British expatriates. However, care needs to be taken when you are a US resident …

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Topics:EmigrationExpatriateFATCAFinance for EmigrationQROPS

by Alexander Beard, on Apr 7, 2014 11:52:04 AM

Step 1 - Know what QROPS stands for and what it means QROPS stands for Qualifying Recognised Overseas Pension Scheme and it refers to overseas pension schemes which meet HMRC …

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Topics:EmigrationExpatriateFinance for EmigrationPensionsQROPS