Insights
Plain-English articles on UK pensions, cross-border tax, retirement and wealth planning — written for Swiss nationals and British & European expats by a CISI Chartered adviser.
Cross-border pension and wealth planning, explained honestly
The expat financial market is noisy, and a lot of what's written about UK pensions abroad, QROPS, SIPPs and double taxation is out of date or sales-led. These articles cover the questions clients actually ask — without jargon, without pressure, and grounded in the current rules. If something here prompts a question about your own situation, you can book a free, no-obligation call.
What Happens to Your UK Pension When You Move to Switzerland (or Europe)?
How your UK pension works once you've moved abroad — access, tax, the UK–Switzerland treaty and your real options.
Read articleQROPS vs SIPP: Which Is Right for British Expats in Europe?
An honest comparison of QROPS and SIPP for British expats in Europe — after the 2024 rule change that reshaped the choice.
Read articleShould You Transfer a Defined Benefit Pension Abroad? A Chartered Adviser's Guide
A Chartered adviser's honest view on transferring a defined benefit (final salary) pension as an expat — when it can make sense, and when it shouldn't.
Read articleWealth Management in Switzerland for British & Irish Expats: What to Look For
How to choose a cross-border wealth manager in Switzerland — what to insist on and the expat advice traps to avoid.
Read articleRetirement Planning for Expats: How to Avoid Double Taxation Across Borders
How double-taxation treaties protect your retirement income — and the order you need to use them in to keep more of what you've earned.
Read articleThe Expat Financial Planning Checklist: Pensions, Tax, Investments & Estate
The practical checklist of pension, tax, investment and estate items expats most often leave undone — and what to fix first.
Read articleWant a clear view of your own situation?
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