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  1. Spain Expat Forum for Expats Living in Spain
    Hi, Apologies in advance if this is already discussed elsewhere - please do direct me to any relevant threads. I lived and worked in Spain for 19 years and returned to the UK 11 years ago. I'm 52 and wondering if I need to do anything about my Spanish pension. Before leaving Spain I was told...
  2. Expat General Marketplace
    Have you transferred your UK pension into a SIPP or QROPS? As an expatriate or Non-UK resident you may be able to claim back money that could be owed from a mis-sold SIPP or QROPS. You can find a wealth of knowledge about instructions how to claim back your pension on our website Claim On Your...
  3. Articles: Europe
    British expats living in the European Union will continue to receive their state pension after Brexit, which will be uprated in line with those for pensioners living in the UK, it has been confirmed. The same will apply to EU citizens of pensionable age living in the UK, according to the latest...
  4. Philippines Expat Forum
    I have learned some valuable information for Canadian expats receiving their Canada Pension Plan (CPP) benefits and Old Age Security benefits while living overseas. The main website with all the information is at: Canada Pension Plan - Overview I will summarize here some of the important...
  5. Articles: Europe
    British expats living in European Union countries, especially popular ones such as France and Spain, are still trying to come to terms with how Brexit will affect their finances and living plans. One big area of concern are pensions and Brexit could be a trigger for more people to move their...
  6. Spain Expat Forum for Expats Living in Spain
    We are in the process of looking to move to Spain on a permanent basis. I have just been talking to somebody and they have advised me I could be liable to all sorts of tax in Spain in relation to pensions and investments. This is not my strongest point so I was hoping somebody in Spain could...
  7. Articles: Europe
    A pension investment currently offered to UK based citizens could be rolled out to other countries to take advantage of demand from expats and wants to attract younger savers. The pension product from investment manager Nutmeg could be available in a wide range of jurisdictions including...
  8. Articles: Europe
    As low inflation in the UK pushes an interest rate rise further into the future British expats who are retired are being encouraged to look at other ways of making their savings work for them. They are a group who have been struggling to get decent returns on their savings but many do not...
  9. Articles: Europe
    British expats who want to be eligible for a UK state pension need to be aware of new rules that could affect them from April of next year. Anyone retiring after 06 April 2016 will be affected by the rules which mean they must pay National Insurance for more years to get a full state pension...
  10. USA Expat Forum for Expats Living in the USA
    I recently retired after working in a U.S. public library system for 20 years. During that time I was careful also to keep up National Insurance payments in the UK so that I would be able to draw a UK pension. I have now just reached pensionable age in both countries. When filling out the U.S...
  11. Spain Expat Forum for Expats Living in Spain
    Hello, :wave: I wonder if you guys could advise me. My partner (due to be my husband next year) is over retirement age and I am under. He receives a UK state pension and 2 small private pensions. We are thinking of moving to Spain next year and I wonder where we stand regarding healthcare as I...
  12. Expat Tax
    In Israel, we have employee and employer contributions to pension and advanced study funds. These are not recognized by the IRS. In addition, the funds accrue interest/gains on the monies deposited. Are the employer contributions to these funds reported as income for the year they are deposited...
  13. New Zealand Expat Forum for Expats Living in NZ
    I will be moving to NZ in April / May and want to try and ring-fence all my finances to make the settling in period as easy as possible. I've had a few company pensions over the past 5 years and wonder if I can cash these in which is the option I prefer, or so I have to transfer this over to a...
  14. Portugal Expat Forum for Expats Living in Portugal
    I underastand there is a in come threshold below which there are no tax fees (Euro 147,000/year). Given the current economic situation, does that threshold still exits? Are there tax exceptions for pensioners? Thanks
  15. France Expat Forum for Expats Living in France
    I'm currently in the process of researching how to "transfer" my retirement funds from the US to France to better prepare for my eventual retirement here. In the process, it's looking like I should be setting up some sort of an assurance vie contract, perhaps one of those called a PEP. What I'm...
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