Free Guides & Resources
Practical, no-nonsense guides written specifically for Swiss Nationals, and British and European expats. Enter your details to receive your copy by email instantly.
UK Pension Transfer Guide
Everything Swiss Nationals, and British and European expats need to know about transferring a UK pension abroad — QROPS, SIPPs, tax implications and the common traps.
Expat Guide to Retirement Income
How to structure sustainable, tax-efficient retirement income when you're living outside the UK or Ireland.
HMRC NT Tax Code Guide
How to apply for an NT (No Tax) code from HMRC so your UK pension is paid gross — step by step.
Expat Financial Planning Checklist
The complete checklist for Swiss Nationals, and British and European expats — pensions, investments, tax, estate and protection.
Video Library — Coming Soon
Short, practical videos covering the most common questions Swiss Nationals, and British and European expats have about pensions, investments, and financial planning abroad.