Managing Your Wealth - Retiring Abroad - QROPS

Why are you investing?

If you have ever considered retiring abroad- and as an expat, you may already feel you’ve found your new home – transferring your pension used to be a headache. Recent legislation has recognised that more of us want to retire abroad and have made the transfer a lot simpler.

In fact, anyone with a UK pension who is planning to move overseas or who has already moved overseas should consider a Qualifying Recognised Overseas Pension Scheme (QROPS), which are recognised by Her Majesty’s Revenue and Customs (HMRC).

As expat pensions specialists, we can advise you on all HMRC-approved QROPS providers and schemes. Even better, we can find you a QROPS at a lower price than our competitors, since our size and global reach mean we can get institutional rates.

Other benefits of coming to us:

  • No minimum amount of pension required
  • Capped fees – one fee for all charged with no increase even for larger transfers
  • Husband & Wife QROPS – no initial charge, waiver of one initial fee
  • Self -invest/Manage – solution allowing for the QROPS member to self-invest and manage their funds
  • Independent financial advice and financial planning
  • Inheritance Tax planning
  • Full financial analysis, risk profiling and pension review
  • Identifying our clients’ needs and requirements
  • Expert advice on UK pension transfer to a HMRC approved QROPS Scheme
  • Providing clear and concise information and completion of all documentation
  • We offer a full ongoing review and management service with the client
  • Half-yearly pension investment review


Retirement Planning

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