Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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UK pension

Posted by Eduardo Ferreira Simoes | Aug 07, 2026

Should a US Resident Keep, Transfer or Draw a UK Pension? A Private Client Decision Framework

A UK pension can become one of the most complex assets a US resident owns-not because of the pension itself, but because every decision about it sits between two tax…

Holding a UK Pension While Living in the United States

Posted by Eduardo Ferreira Simoes | Jul 17, 2026

Holding a UK Pension While Living in the United States: Tax, Treaty, Transfer and Family Considerations

The Real Question Is Not “Can I Move My UK Pension?” For many US residents with UK private pension assets, the first question is often framed too narrowly: can I…

Can I Transfer My UK Pension to the USA

Posted by Ryan Frost | Oct 13, 2025

Can I Transfer My UK Pension to the USA?

For many British nationals who move to the United States, one of the first financial questions that comes up is how to manage a UK pension from abroad. The idea…

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