A monthly summary of financial planning issues affecting expats. This issue covers stock market volatility, financial literacy, inheritance tax, pension lifetime allowance and Bitcoin.
How does cohabitation affect your pension? As always, knowing how your particular scheme works is key.
Thinking of drawing down the tax free part of your pension? Here are 3 reasons why you should think twice.
If you move from Switzerland to Poland (or any other EU country), you can access the bulk of your Swiss pension scheme.
It is not uncommon for people’s pensions to go to the wrong person if they die.
Don’t let that happen to you.
By spending other assets in retirement, you can reduce your inheritance tax bill by passing your pension on to your heirs.
If you are considering transferring your UK pension funds to a QROPS, you must remember that you may be subject to the Overseas Transfer Charge (OTC) not only at the time of transfer but also, potentially, in the future. What is the OTC? The Overseas Transfer Charge came into effect from 9th March 2017 and …
You can continue to build your UK state pension entitlement by making voluntary National Insurance Contributions while living in Poland.