Free Pension & Retirement Guides
Written & Designed by Financial Experts
We offer a FULL SET of FREE technical guidance documents on important planning topics. Each guide is written for us only; you won’t find technical detail like this from any other firm.
Our pension planning guides are designed specifically for non-UK nationals and expats. We’ve linked to firms across the world to ensure clients get the very best UK pension planning advice.
We are always looking at ways to help our readers and arm them with the very best professional tools and guidance to make informed planning decisions.
If you think of anything we’ve missed, or if there’s anything else you want to know and understand, please get in touch. We feature a lot of planning tips and ideas in our blog and would be delighted to add topics that interest you.
What's in the pension planning guides?
A helpful guide to taxation. This free guide offers an outline of the latest UK tax and how this impacts non-UK residents. We have included a full UK residency test and UK taxation tables updated for the 2020/21 tax year!
Find out about the UK pension lifetime allowance tax. Our pension guide includes a history of the LTA, changes over time and how to calculate your tax exposure. This guide contains helpful information and tips about how to legally and properly avoid the LTA taxes using HMRC protection and careful Benefit Crystalisation planning.
Pension transfer advice is highly sought after. Pension transfer specialists are a rare breed, and finding one to work with international clients can be tricky! Read our guide to understand whether a pension transfer could be right for you, before we connect you to a regulated adviser.
Our jargon buster guide aims to decipher all those complex financial terms. We realise as financial professionals that we talk a lot of jargon. We also know how many acronyms pop up in our day to day lives! This guide aims to help you understand your pension statement and retirement planning.