Apt Webinar | UK Expats Unpacked: Pensions, Myths & Smart Planning

UK expats often face a complex set of decisions when planning a move to Australia, particularly when it comes to pensions, investments and structuring their wealth across two jurisdictions. With the right guidance, it is possible to navigate these challenges with greater clarity and confidence while avoiding common pitfalls.

In this webinar, Toby Simpson, Senior Financial Adviser, and Tiffany Dawson, Financial Advice Associate at Apt Wealth Partners, presented UK Expats Unpacked: Pensions, Myths & Smart Planning.

During this session, we explored how UK pensions and assets can be managed when relocating to Australia, addressed common myths and misconceptions around pension transfers and timing, and explained why early planning matters, even before age 55.

We also highlighted key considerations when managing wealth across both the UK and Australia and how thoughtful planning can help simplify complexity and support better long-term financial outcomes.