How to build an “in case of death” folder

Have you ever thought about how you would like your affairs to be left in the event of your sudden death?

Apologies for such a dramatic lead-in, however one of my clients sadly passed away recently (he was my age, which is scary) and it got me thinking about how I can help others make sure that their documents are better organised in case of such an event. Continue reading “How to build an “in case of death” folder”

How the Overseas Transfer Charge affects a QROPS transfer

If you are considering transferring your UK pension funds to a QROPS, you must remember that you may be subject to the Overseas Transfer Charge (OTC) not only at the time of transfer but also, potentially, in the future. Continue reading “How the Overseas Transfer Charge affects a QROPS transfer”