How does a QROPS UK pension transfer overseas work? (Part 1)
A number of readers have asked how the process of transferring UK pensions overseas typically works. In this part one of a…
Read more →Tom Zachystal
Tom Zachystal is President of Individual Asset Management, a Registered Investment Advisor specializing in investment management and financial planning for expatriates.
Contact Tom for a free, no-obligation discussion of your financial situation if you are a US citizen living abroad or a foreign national living in the USA.
Articles are for informational purposes only; they are not intended to offer advice or guidance on legal, tax, or investment matters. Such advice can be given only with full understanding of a person’s specific situation.
Financial Planning for Expats Moving to the USA
There are numerous issues that need to be addressed when moving to a new country and it often seems the more “developed”…
Read more →Qualifying Recognised Overseas Pension Schemes (QROPS) – Some Examples
In the first three articles of this series we examined what QROPS is, how it could benefit some expats (and others) and…
Read more →Qualifying Recognised Overseas Pension Schemes (QROPS) – Qualification Issues
In previous articles we examined the principles of QROPS, and why QROPS could be advantageous to expats in certain circumstances. In this…
Read more →Qualifying Recognised Overseas Pension Schemes (QROPS) – Why Choose a QROPS?
In the first article in this series, we outlined a little of the background to the UK government’s decision to permit pension…
Read more →Qualifying Recognised Overseas Pension Schemes (QROPS) – An Introduction
It is always a little sad when one has to start worrying about pensions. Expats are no different to most people in…
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