Cross Border Financial Planning

15/10/2024

https://cbfp.co.uk/drawing-tax-free-cash-from-a-uk-pension-benefits-drawbacks-and-the-2024-autumn-budget/

Living Abroad with a UK Pension? Concerned About the Autumn Budget and Your Tax-Free Cash? Discover Your Options in Our Latest Article

With the 2024 Autumn Budget looming, many financial planners and their clients are concerned about the potential future of pension benefits, especially around tax-free cash. Chancellor Rachel Reeves has signalled that the upcoming budget will involve difficult fiscal measures, leading to speculation...

24/08/2021

Cross Border Financial Planning's Edward Cole discussing in the Telegraph, the financial implications of retiring in Australia.

Cross Border Financial Planning in the Telegraph by Cross Border | Aug 24, 2021 | General News, QROPS / UK Pension Planning, UK / Australia Financial Planning Cross Border Financial Planning’s Edward Cole discussing in the Telegraph, the financial implications of retiring in Australia. https://www...

23/01/2021

14/01/2021

http://www.cbfp.co.uk/general-news/flexi-access-drawdown-pensions-for-non-uk-residents Our latest article on Flexi-Access Pension Drawdown for Non-UK residents.

13/01/2021

New role from Cross Border Financial Planning available now on the NextGen Planners Jobs Board 👇

https://bit.ly/35C89DD

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14/07/2020

Cross Border's Philip Teague recently wrote in FT Adviser about correcting poor financial advice for expats.

Following news of the legal claim against Quilter International and Friends Provident s Isle of Man subsidiaries over alleged mis selling of high risk funds I was greatly heartened to see some action on an issue that for far too long has affected the often murky world of expat financial advice

10/06/2020

Our latest article on expat investment problems -

Expat Investment Problems – What you think you are getting is not what you get… by Cross Border | Jun 10, 2020 | General News, Investment Planning, QROPS / UK Pension Planning, UK / Australia Financial Planning, US / UK Financial Planning For many years I have been advising globally mobile peopl...

25/10/2018

http://www.cbfp.co.uk/general-news/uk-pension-planning-for-british-expats-in-america

UK Pension Planning for British Expats in America by Cross Border | Oct 22, 2018 | FATCA, General News, QROPS / UK Pension Planning, US / UK Financial Planning | 0 comments When the British Government are conjuring up ideas of how to raise extra revenue, you can bet that pensions will be somewhere i...