Read About The Latest News, Updates &amp; Other Key Trends In Finance

What Is Your UK Defined Benefit Pension Really Worth Now You Live in the US?

Discover how to value your deferred UK defined benefit pension after moving to the US. Learn about CETVs, future income, currency, taxes, and retirement planning.

July 16, 2026

How to Manage a UK Pension Throughout Retirement in the US

Learn how to manage a UK pension throughout retirement in the US. Understand drawdown, treaty taxation, currency planning, investment strategy, annual reviews, and reporting obligations.

July 16, 2026

Should You Transfer or Leave Your UK Pension? A Guide for US Residents

Should you transfer or leave your UK pension after moving to the US? Learn your options, including SIPPs, QROPS, FCA rules, tax considerations, and key questions to ask before making a decision.

July 15, 2026

Finding a Cross-Border Financial Adviser in Houston for UK Pensions, ISAs and UK Assets

Looking for a cross-border financial adviser in Houston? Learn how to choose the right adviser for UK pensions, ISAs, property and other UK assets, understand SEC and FCA regulation, compare fee models, and know the questions to ask before you engage.

July 15, 2026

Financial Planning for British Expats in Houston: UK Pensions, Texas Taxes & Cross-Border Planning

Learn how British expats in Houston can coordinate UK pensions, Texas taxes, US retirement accounts, estate planning and cross-border financial decisions in one integrated plan.

July 14, 2026

UK Pension Inheritance Tax Changes in 2027: What US Residents Need to Know

The UK's proposed 2027 inheritance tax changes could bring many UK pensions into scope for IHT. Learn what the new rules may mean for US residents and cross-border estate planning.

July 14, 2026

Should You Pay Voluntary UK National Insurance Contributions from the US? A 2026 Cost–Benefit Guide

Should you pay voluntary UK National Insurance contributions from the US? Learn Class 2 vs Class 3 eligibility, 2026 rules, costs, and whether topping up your UK State Pension is worthwhile.

UK State Pension for US Residents: How to Claim It, How It's Taxed & 2026 Rules

Learn how to claim your UK State Pension from the US, understand qualifying years, US tax rules, annual uprating, and the impact of the 2025 WEP repeal.

Before Accessing Your UK Pension From the US: 6 Decisions to Make Before Taking the 25% Lump Sum

Before accessing your UK pension from the US, understand the six key decisions that shape your tax, treaty, beneficiary, and retirement planning before taking the 25% lump sum.

UK Pension Review for US Residents: 4 Critical Checks After Moving to America

Review your UK pension after moving to the US. Learn the four critical checks covering your pension wrapper, investments, beneficiaries, and US reporting requirements.

Your UK Pension May Need Attention Long Before You Can Access It

Living in the US with a UK pension? Learn why reviewing your pension before access age can improve planning around investments, beneficiaries, currency, and US reporting.

Tax Compliance & Planning

Roth Conversions and Your UK Pension: How to Reduce Lifetime Taxes Before RMDs

Learn how to coordinate Roth conversions with UK pension income before RMDs. Understand tax brackets, foreign tax credits, and strategies to help reduce lifetime taxes.