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If you are a British or Irish expat living in Europe, retirement planning is no longer as simple as it once was.
Questions around pensions, tax, income, investments, currency, and long-term financial security can quickly become complicated when your life spans more than one country.
This free guide has been written to help you make sense of it all
Specifically, it is written to provide clarity around the following issues:
Uncertainty over whether their pensions and assets are structured efficiently
Worry about running out of income in retirement
Tax inefficiencies quietly eroding long-term wealth
Confusion around cross-border financial planning
Fear of making irreversible mistakes
Andrew decided to write this guide to cut through the noise and educate expats on the reality of their financial planning in a simple manner.
You can gain access to the insights from a Chartered Financial Planner (Level 6 qualified) with over 20 years of experience, specialising exclusively in cross-border planning for expatriates.
But more importantly, he’s a part British, part Irish expat himself. He understands firsthand the uncertainty of living between countries, the frustration of dealing with UK-based assets abroad, and the lack of clear, trustworthy advice for internationally mobile professionals.
What You’ll Discover Inside This Guide:
It has been written specifically for British and Irish expats living in Europe who want to make smarter decisions with their wealth across borders. Specifically it covers:
What actually happens to your UK pension when you live abroad
How to structure your finances if you don’t plan on returning to the UK
The hidden tax inefficiencies many expats overlook
Your options for consolidating pensions and investments across countries
The 3 most common mistakes we see expats make which can cost them a large chunk of their retirement nest egg
Why some common “default” financial decisions can cost you
How to create a more flexible, long-term income strategy
The key questions every expat should be asking about their finances
And much much more...
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