UK Pensions in the EU: what expats need to know
14th September 2021
8:00:00 AM
Holborn Webinars Presents
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
About the Webinar
Many UK nationals dream of retiring in the sun. Whether it is to sunny Spain, peaceful Portugal or fascinating France, it is important to ensure that your retirement income is protected. Unfortunately, many UK expats do not understand what happens to their pension when moving abroad. They miss out on key planning opportunities and can be stung by mistakes.
Failure to plan for retirement overseas can carry a cost, and leave us worse off in our later years. Join us as Jonathan Ralph, Senior Associate at Holborn Assets Spain, explains the key issues at play. You’ll learn how to maximise the opportunities available to you as an expat, and arm yourself with the knowledge to avoid common mistakes.
Key Points
- What are my options for accessing my pension as an expat?
- What are QROPS and International SIPPs?
- Should I transfer a UK pension to the EU or leave it where it is?
- What are the tax implications that I need to be aware of?
- The most common pension planning mistakes, and how to avoid them
Meet your webinar host
Jonathan Ralph
Senior Associate, Holborn Assets
Jonathan Ralph is a UK national and seasoned expat. He began his career in China, before moving on to positions in France, the UK and eventually settling in Spain. He holds a first-class honours degree from the University of Bath and the Diploma in Regulated Financial Planning from the Chartered Insurance Institute. He is passionate about personal finance, and helping people to achieve the lifestyle of their dreams through smart decision making.
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