Writing

Straight talk on offshore money.

The questions clients actually ask, answered in plain language. No jargon, no fear-selling.

UK Pensions & ISAs

What Happens to Your UK Pension When You Move to South Africa

Why your UK pension can’t transfer here — and what’s actually within your control instead.

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What Happens to Your UK ISA When You Move Abroad

You can usually keep it — but can you pay in, and is it still tax-free where you live now? The wrapper question, answered plainly.

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The UK State Pension When You Live Abroad

Can you still receive it abroad? The frozen-pension issue in countries like South Africa, and how it fits your wider plan.

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Can You Still Pay Into a UK Pension After Moving Abroad?

Tax relief on new contributions is limited and time-bound — what it actually depends on is your residency.

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Consolidating UK Pensions From Abroad

Why British expats end up with several UK pensions, the potential benefits of bringing them together, and the real cautions to weigh first.

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Defined Benefit Pensions and Emigration: What to Know

What a final-salary pension actually guarantees, and what emigrating from the UK does — and doesn’t — change about one.

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Tax-Free Savings Accounts

Tax-Free Savings Accounts in South Africa

The tax perk, the contribution limits, the withdrawal trap that catches people out, and the mistakes to avoid.

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Tax-Free Savings Account Contribution Limits Explained

The annual and lifetime caps, the penalty on going over, and why withdrawals don’t reset your room.

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TFSA vs Unit Trust: What’s the Difference?

One’s a tax wrapper, the other’s an investment product — and you can hold one inside the other.

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What Can You Invest In Inside a TFSA?

A TFSA is a wrapper, not a savings account — what it can hold, what it generally can’t, and why the choice inside decides the benefit.

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Retirement Annuities

Retirement Annuities in South Africa: A Beginner’s Guide

What an RA is, how the tax treatment works, and who it tends to suit.

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How Financial Advisers Get Paid — and Why It Changes the Advice You Get

Commission, fees, claw-backs and the costs that never show on a statement — plus the questions that get you a straight answer.

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Retirement Annuity vs. Tax-Free Savings Account

They’re not competing for the same job — what each is for, and how to think about which comes first.

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Retirement Annuity vs Pension Fund: What’s the Difference?

Who controls it, what happens when you change jobs, and how the two can work together.

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Retirement Annuities for the Self-Employed

Why an RA is often the core retirement vehicle for the self-employed — discipline without payroll, and the tax deduction.

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How Much Should You Contribute to a Retirement Annuity?

Thinking about the tax-deduction cap, balancing saving against liquidity and debt, and adjusting over a career.

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Can You Have More Than One Retirement Annuity?

Yes — why people end up with several, the pros and cons, and when consolidating makes sense.

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Offshore Basics

What “Offshore” Actually Means (and Doesn’t)

Is it legal? Is it hiding money? The word stripped of its mystique — and why ordinary cross-border people use it.

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Are Offshore Investments Safe?

“Safe” means two different things — jurisdictional regulation and investment risk. Both explained plainly.

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How Much Do You Need to Invest Offshore?

Why there’s no single legal minimum, the practical starting points that do exist, and why fit matters more than the number.

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What Is an Offshore Investment Bond?

A life-assurance wrapper holding investments, issued offshore — the features, the watch-outs, and the questions to ask.

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Offshore vs Onshore Investing: What’s the Difference?

What each term means, how they differ on currency, access and tax, and why many mobile people blend both.

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Moving Abroad / Destination Checklists

The British Expat’s Money Checklist for Moving to South Africa

The complete reference — before you leave the UK, when you arrive, your first year and beyond. Pensions, ISAs, tax residency, currency, local savings and cross-border estate planning, in one place.

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Common Financial Mistakes British Expats Make When They Relocate

The ordinary, undramatic errors that show up years after the move — abandoned pensions, assumed tax residency, accidental currency positions and contradictory paperwork.

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Moving to Cape Town from the UK: A Financial Checklist

HMRC, banking, pensions, ISAs, healthcare and wills — what to sort before you leave, on arrival, and once you’re settled.

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Moving to Australia from the UK: A Financial Checklist

HMRC, banking, ISAs, pensions, superannuation and Medicare — what to sort before you go.

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Moving to Dubai from the UK: A Financial Checklist

HMRC, banking, pensions, ISAs and UAE-specific planning — what to sort before you go.

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Moving to Portugal from the UK: A Financial Checklist

HMRC, banking, pensions, ISAs, NHR and healthcare — what to sort before you go.

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Moving to Spain from the UK: A Financial Checklist

HMRC, banking, ISAs, pensions, tax residency and Modelo 720 — what to sort before you go.

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Guides by nationality

Offshore Investing Guides by Nationality

Offshore Investing for American Expats Offshore Investing for Australian Expats Offshore Investing for Belgian Expats Offshore Investing for British Expats Offshore Investing for Canadian Expats Offshore Investing for Chinese Expats Offshore Investing for Dutch Expats Offshore Investing for Filipino Expats Offshore Investing for French Expats Offshore Investing for German Expats Offshore Investing for Hong Kong Expats Offshore Investing for Indian Expats Offshore Investing for Irish Expats Offshore Investing for Italian Expats Offshore Investing for Kenyan Expats Offshore Investing for Malaysian Expats Offshore Investing for New Zealand Expats Offshore Investing for Nigerian Expats Offshore Investing for Portuguese Expats Offshore Investing for Singaporean Expats Offshore Investing for South African Expats Offshore Investing for Spanish Expats Offshore Investing for Swedish Expats Offshore Investing for Swiss Expats Offshore Investing for Expats in the UAE Offshore Investing for Zimbabwean Expats

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