ARTICLES
Mental Health and Money
It is Mental Health Month this May, and an opportunity to reflect on the impact of finances on mental health. At Cross Border Financial Planning, [...]
Embracing ESG – Investing for a Greener Future
🌍 Investing for a Greener Future: Embracing ESG on International Earth Day 🌱 In honour of International Earth Day, let's explore a powerful opportunity for [...]
Retiring in the USA: Key Considerations for UK Pension Holders
Planning on retiring in the USA? It is common to find individuals in the USA with UK pensions. This may be from US citizens [...]
Investing in the UK: A Guide For US Connected Individuals
For Americans living in the UK who want to start investing money, there are several challenges to deal with because of their unique situation. Figuring [...]
Retirement in Australia- Cross Border Financial Planning – The Telegraph
The Financial Implications of Retiring in Australia. Cross Border Financial Planning’s Edward Cole discusses Australian Retirement in the Telegraph. https://www.telegraph.co.uk/pensions-retirement/financial-planning/retiring-australia-lowdown-tax-property-get-tax-free-pension Author: Edward Cole Role: Partner [...]
Flexi-Access Drawdown Pensions for Non-UK residents
Cross Border Financial Planning recognises that accessing money from your UK pension as a non-UK resident can be challenging. Annuities are guaranteed income payments for [...]
Expat Investment Problems
For many years I have been advising expats and their families. Throughout this, there has always been an issue that regularly arises. The Problem: Non-UK [...]
What’s the Difference: Personal Pension vs SIPP
When it comes to managing your UK pensions and preparing them for retirement, especially when you live outside of the UK or you are a [...]
Charity & Fundraising
Cross Border Literature
An introduction to our UK / US cross border financial planning service
An introduction to our UK / Australia cross border financial planning service
Cross Border – Resources
Cross Border Financial Planning is not responsible for the content of the linked sites.
- UK State Pension – https://www.gov.uk/check-state-pension
- UK Government Pension Tracing – https://www.gov.uk/find-pension-contact-details
- US Social Security – https://www.ssa.gov/planners/calculators/
- Australian Super and Age Pension – https://moneysmart.gov.au/retirement-income/super-and-pension-age-calculator
- South African Old age pension – https://www.gov.za/services/social-benefits-retirement-and-old-age/old-age-pension
- Canadian Public pensions – https://www.canada.ca/en/services/benefits/publicpensions.html
- New Zealand Superannuation – https://www.workandincome.govt.nz/eligibility/seniors/index.html
- Mental Health UK – Mental health and money : Mental Health & Money Advice (mentalhealthandmoneyadvice.org)
- Age UK – Age UK | The UK’s leading charity helping every older person who needs us
- Office of the Public Guardian – Office of the Public Guardian – GOV.UK (www.gov.uk)
Please be aware that by clicking onto the above links you are leaving the Cross Border Financial Planning website. Please note that Cross Border Financial Planning is not responsible for the accuracy of the information contained within the linked sites accessible from this page.
