ROPS v Flexi Draw

Medallion Guarantee USA Stock Transfer on Death

Published / Last Updated on 10/08/2015

Increasingly, UK residents own US shares due to working there or working for US parent owned companies in the UK. The Medallion Guarantee video explains what is required on death for stock transfers.

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Video highlights some issues and problems when transferring QROPS or QNUPS back to a UK registered pension scheme to access flexible drawdown benefits....

> 8y11m

Expat and Offshore

FATCA Impact UK Investment and Pensions

FATCA Impact UK Investment and Pensions

Video looks at the impact of FATCA Foreign Account Tax Compliance Act in the US and what the UK Inter Governmental Agreement is between the US and the UK ...

> 9y

Expat and Offshore

Brexit Effect EU and UK State Pension

Brexit Effect EU and UK State Pension

We explore the Brexit effect on UK state pensions when you have worked for a period in the European Union EU and now in the UK or moved out ...

> 9y1m

Expat and Offshore

Portugal Non Habitual Resident NHR Scheme

Portugal Non Habitual Resident NHR Scheme

Video explains the 10 years tax free income rule if you retire to Portugal under the Non Habitual Resident NHR Scheme....

> 9y2m

Expat and Offshore

ISA When Move Overseas

ISA When Move Overseas

We take a look at what happens to your ISA when you move overseas. Treatment is different for children's savings via Junior ISAs....

> 9y4m

Expat and Offshore

Junior ISA When Move Overseas

Junior ISA When Move Overseas

We take a look at what happens to a child's Junior ISA when they move overseas. Treatment is different to that for Adult ISAs....

> 9y4m

Expat and Offshore

Non UK Resident or UK Deemed Domicile

Non UK Resident or UK Deemed Domicile

Capital gains tax rules for Non UK Resident or foreign UK residents who become UK Deemed Domicile. We explain rules from 2015 and 2017 on capital gains tax....

> 9y6m

Expat and Offshore

Non UK Domicile 2017

Non UK Domicile 2017

Non UK Domicile and Deemed Domicile rules 2017 including number of years, income tax, remittance basis user, capital gains tax, inheritance tax, offshore company residential property ownership, UK domiciles ...

> 9y7m

Expat and Offshore

Quitaly Italian Referendum Impact

Quitaly Italian Referendum Impact

We explain the Italian Referendum on Sunday re Chamber of Deputies and changes to the Senate. Compare to Houses of Lords and Commons, will PM Matteo Renzi resign? Could ...

> 9y7m

Expat and Offshore

Huge Tax Break When Return to UK

Huge Tax Break When Return to UK

If you had an active pension when you left the UK, you may get a huge tax break when returning to work in the UK by paying into pensions, ...

> 9y7m

Expat and Offshore

QROPS Approval Australia Super Annuation

QROPS Approval Australia Super Annuation

Video explores the issues with QROPS Approval by HMRC for Australia Super Annuation Schemes and why many are setting up self managed Super schemes....

> 9y8m

Expat and Offshore

International Enhanced Lifetime Allowance

International Enhanced Lifetime Allowance

If you worked overseas for global company but remained member of UK pension with no tax relief then you may be entitled to International Enhanced Lifetime Allowance video explains more....

> 9y8m

Expat and Offshore

Weak Pound Check Offshore Investments

Weak Pound Check Offshore Investments

Video explores the impact of the weak pound, rising stock markets and still potentially losing money even though markets have grown if you offshore investment fund is denominated in ...

> 9y9m

Expat and Offshore

UK Capital Gains Tax for Expats

UK Capital Gains Tax for Expats

Video explores how expats must pay capital gains tax in UK from 2015 when non-ordinarily residents never used to pay CGT....

> 9y9m

Expat and Offshore

Brexit Impact Expat Pensions Investments

Brexit Impact Expat Pensions Investments

Video explores the impact of brexit on expat pensions, investments and financial advice. Weak sterling may be good for expats buying property in UK, it may reduce disposable income ...

> 10y

Expat and Offshore

International Pension Transfer

International Pension Transfer

Video looks at international pension transfers from UK to approved schemes overseas and what UK advice is required as well as local advice in the country you live in....

> 10y

Expat and Offshore

Enhanced Annuity for Expat

Enhanced Annuity for Expat

Video explains the availability for a British expat with a UK pension with health problems and/or being a smoker for an enhanced annuity....

> 10y2m

Expat and Offshore

Panama Papers Offshore Trust Offshore Company

Panama Papers Offshore Trust Offshore Company

Video: a cynic's view pf the Panama Papers story that is breaking and the use of offshore trusts and anonymous shareholder international business companies IBC....

> 10y3m

Expat and Offshore

Expat Life Insurance

Expat Life Insurance

Video explores the issues with existing life insurance when you leave the UK to go expat and taking out new life insurance when you are an expat now living overseas....

> 10y5m

Expat and Offshore

Offshore Regular Savings Plan

Offshore Regular Savings Plan

Video looks at the pitfalls on offshore regular savings plans where UK based advisers must disclose fees whereas financial advisers outside the UK may be taking full commissions without ...

> 10y9m

Expat and Offshore

QROPS v UK Flexible Access Pension Drawdown

QROPS v UK Flexible Access Pension Drawdown

Video compares the benefits of transferring your UK pension overseas to a QROPS or keeping pension in the UK for flexible access pension drawdown....

> 10y10m

Expat and Offshore

Expat Buy to Let Mortgage UK Property

Expat Buy to Let Mortgage UK Property

Video explores the basic mortgage lender requirments for an expat looking to buy to let a property in the UK depending upon the country that you live in....

> 10y11m

Expat and Offshore

Spanish Wealth Tax

Spanish Wealth Tax

Video offers a simple explanation of how the Wealth tax is worked out in Spain for both resident and non-resident property owners, allowances, rates and what needs to be ...

> 11y

Expat and Offshore

UK Pension Lump Sum When Live Overseas

UK Pension Lump Sum When Live Overseas

Is your UK pension lump sum taxable when you live overseas. Tax free in the UK but does that mean it is tax free where you live? Video explains ...

> 11y1m

Expat and Offshore

ISA When Leave UK Go Expat

ISA When Leave UK Go Expat

Video explains what to look out for when you leave the UK and what happens to your ISA. Will your ISA stay tax free in UK? Will you be ...

> 11y1m

Expat and Offshore

Move Overseas But Work UK Employer

Move Overseas But Work UK Employer

Will your employer need to register? Will you be able to use HMRC secondment rules? Video explains the issues when you move overseas but continue to work for a ...

> 11y1m

Expat and Offshore

Cyprus Swiss Franc Mortgage Foreclosure Act 2015

Cyprus Swiss Franc Mortgage Foreclosure Act 2015

Video looks at the issues created by swiss franc mortgages in Cyprus, the financial difficulties of currency exchange and property price falls and the Foreclosure Act 2015....

> 11y2m

Expat and Offshore

Offshore Investment Bond Tax Gains

Offshore Investment Bond Tax Gains

Video explores the opportunity for offshore investment bond gains to be brought back onshore in UK tax free within savings allowances....

> 11y2m

Expat and Offshore

Remittance Basis Charge Explained

Remittance Basis Charge Explained

We explain how the remittance basis charge works from the day you enter the UK as a non-domicile resident in UK....

> 11y3m

Expat and Offshore

QROPS Transfer to UK Pension

QROPS Transfer to UK Pension

Video explores what to do with your QROPS if you are returning to the UK after going expat and transferring your pension out of the UK....

> 11y3m

Expat and Offshore

QROPS Not Qualify Flexible Pension Drawdown

QROPS Not Qualify Flexible Pension Drawdown

Video explains why QROPS approval for flexible pension drawdown has been temporarily withdrawn by HMRC under Statutory Instrument 673 for 2015....

> 11y3m

Expat and Offshore

French Holiday Home Social Security Discrimination

French Holiday Home Social Security Discrimination

Video explores the issues for French Social Security on non-resident property owners and holiday homes has been ruled discriminatory by the European Court of Justice (ECJ)....

> 11y3m

Expat and Offshore

Video explains the two types of French Will as well as what to do if you have a UK Will or if you die without a French Will and ...

> 11y3m

Expat and Offshore

Financial Advice in Spain

Financial Advice in Spain

Video explores financial advice services in Spain and how we passport our financialadvice.net services into Spain for British Expatriates. Transcript: “Hello again and thank you adjoining me. The subject for my ...

> 11y5m

Expat and Offshore

Offshore Pension Plan

Offshore Pension Plan

Video looks at what an offshore pension plan really is and what you should watch out for when saving for retirement as an expat.Transcript:“Hello there, I'm wearing a T-shirt ...

> 11y5m

Expat and Offshore

Sending Money Overseas

Sending Money Overseas

Video explores the very simple measures required to get the best rate and fee when sending money overseas.Transcript:“Hello there, [the] subject for the video is sending money overseas.Lots and ...

> 11y8m

Expat and Offshore

Expat Pay Into UK Pension

Expat Pay Into UK Pension

Can an expat pay into a UK pension? Video explains the rules on UK pensions when overseas and the 5 year relevant individuals rule including tax relief even if ...

> 11y8m

Expat and Offshore

Expat International Financial Advice

Expat International Financial Advice

Video explains the do's and dont's for British Expats with financial advice outside the UK and Europe. "Hello again. Financial Advice for British Expatriates. So there are really a number of ...

> 11y9m

Expat and Offshore

Financial Advice Passport for Expat

Financial Advice Passport for Expat

Video explains the Financial Advice Passport for advice from the UK for British Expats in Europe under IMD and MIFID.Transcript"Hello there, Expatriate Financial Advice and something called 'Passporting'. [I] ...

> 11y9m

Expat and Offshore

Spain Law of Nationality on Death

Spain Law of Nationality on Death

Video explores Article 9.8 of the Spanish Civil Code for Law of Nationality on Death and test cases for inheritance tax and estate planning...

> 11y11m

Expat and Offshore

Spanish Inheritance Tax

Spanish Inheritance Tax

Video to explain the two tiers of Spanish Inheritance Tax for National Law and override laws in Autonomous Regions, resident and non-resident...

> 11y11m

Expat and Offshore

Spanish Inheritance Tax and Trusts

Spanish Inheritance Tax and Trusts

Video explains our view on the use of trusts for Spanish Inheritance Tax. There is also a huge, in depth, article in our Expat website www.expatadvice.com...

> 11y11m

Expat and Offshore

UK Statutory Residence Test

UK Statutory Residence Test

This video explains the three stages of the UK Statutory Residence Test with a full article at www.expatadvice.com...

> 11y11m

Expat and Offshore

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