A collection of articles on retirement planning for international expatriates.
Returning UK expats: Essential financial planning information
by Michele Carby | 1st November 2021 | UK Expats
British expats planning to return home should pay close attention to these finance and tax issues. Not doing so could be very costly.Read more
Michele & Holborn Assets honoured at International Investment Awards
by Michele Carby | 12th October 2021 | Financial Planning
Holborn Assets win 6 awards, including one for Michele & the Global Excellence in Client Services for the third time running!Read more
Judge Dennis Davis to South Africans on offshore pensions – ‘be my guest’
by Michele Carby | 14th June 2021 | South African Expats
The highly respected Judge, Dennis Davis confirms that SARS approved international pensions for South African expatriatesRead more
South African pension funds unlocked for expatriates on Monday
by Michele Carby | 26th February 2021 | Retirement Planning
From March 1, 2021 South African expatriates will have full access to their South African based pension funds.Read more
Second opinions matter: how we perform an investment health check
by Michele Carby | 2nd February 2021 | Savings
We offer a free, entirely without obligation second opinion on your financial planning, pension and investment portfolio.Read more
Have you lost track of old UK assets, pensions or insurance policies?
by Michele Carby | 14th January 2021 | Retirement Planning
Michele Carby reports on the extension of the UK's Dormant Asset scheme and explains the opportunity to release forgotten policies, accounts & investmentsRead more
UK pensions: what happens if the parent company collapses?
by Michele Carby | 10th December 2020 | Retirement Planning
There is limited help in the companies’ pension schemes which analysts have reported are likely to face cuts, given the funding crisis they both face.Read more