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Financial Planner shares solution to tricky Chicago expat case

Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.

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IFA warns 350,000 expats over pensions tax breaches

Around 350,000 UK expats living in the Gulf have been warned they could be breaking the Lifetime Allowance (LTA) limit for pensions tax relief.

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Financial Planner tackles challenging expat case

Experienced Financial Planner Chris Daems, director of Financial Planning firm Cervello, has written about how he dealt with a tricky situation brought about by an affluent expat’s fast-changing retirement plans. 

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IFA warns expats to ‘no deal Brexit’ proof finances

The estimated 1.8 million British expats living in the EU should consider reviewing their personal financial strategies as ‘no-deal’ Brexit looks increasingly likely, the deVere Group has warned.

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