Expat Financial Advice Online assist expats globally via an online format. We believe this is a great way to reach many expatriates around the world whilst you enjoy the comfort of living offshore.
We as a business do not cold call any clients and no details are shared wth third party companies. Expat Financial Advice Online work on a fixed fee module to enable clients clear transparency on fee's in advance.
Our Fixed Fee
Pension transfers and lumpsum Investments up to £150,000 are charged at 3%.
Pension transfers and lumpsum Investments £150,001 to £250,000 are charged at 2%.
Pension transfers and lumpsum Investments above £250,001 are charged at 1%.
Defined Benefit pensions are subject to additional charges.
Our Management Charges
Pension portfolio, Investments and Savings up to £250,000 are charged at 1% per annum.
Pension portfolio, Investments and Savings £250,001 to £500,000 are charged at 0.85% per annum.
Pension portfolio, Investments and Savings above £500,001 are charged at 0.75% decreasing 0.05% per annum to maximum of 0.5% charge per annum.
Our moto is simple, help expats reach financial freedom
Would you like further information?
Check out the latest fund information
Frequently asked questions
Are Expat Financial Advisors qualified?
Expat Financial Advice Online only employ adviosrs level 4 and above. This is a minimum requirement in the industry and we hold reqular training to enable adviosrs to keep up to date with the market.
What are the benefits of an International SIPP?
What are the benefits of a QROP?
Any growth in value of the QROPS above the value of the UK Lifetime Allowance (£1m 2018/2019) paid as a pension, will escape the 25% Lifetime Allowance excess tax charge.
Do I qualify for an expat superannuation?
My Investments have gone down, what do I do?
Like all investments in the market, funds go up and down. Speak to an advisor if you have cocerns with your funds to see if they are correct for you based on your risk factors now and in the future.
I do not here from my advisor, what do I do?
If you do not here from your advisor and you have concerns on the management within your pension, savings and investments, contact ourselves for a no obligation chat.
What is the lifetime allowance limit?
The lifetime allowance limit is a set amount that can be accumilated in a UK pension and this is set by the government. Currently you are allowed 1 million in a pension scheme in the UK, any access over this amount will be taxed at 25%. (please note this is subject to change)