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

Switch to Mobile VersionSwitch to the Desktop Version

Disclaimer

The information on this site is intended only for the use of Independent Financial Advisors (IFAs) and other professionally recognised financial intermediaries. Whilst the information available on this site may be used by IFAs to make recommendations to their clients, it is not intended for direct use by members of the public. Should you proceed to access this site, you will be representing and warranting that you are an IFA or other professionally recognised financial intermediary.

What follows is not an offer or invitation to acquire an investment and should therefore not be relied upon by, any person in any jurisdiction where such an offer or invitation would be unlawful. Persons in respect of whom such prohibitions apply must not access this web site.

None of the information contained on this site constitutes personal recommendations nor advice. Product details should always be read in conjunction with the appropriate brochure and Offering Documents.

An application for any of the investment products on this page should be made having fully read not only the relevant application form, but also the relevant terms and conditions and offering documents.

If you are unsure about the meaning of any information provided on this web page, then please consult your financial or other professional adviser. We do not offer investment advice.

This web site may contain or be linked to advice or statements of third parties. We make no representation as to the accuracy, completeness, timeliness or suitability of such information, and we have not and will not review or update such information and caution you that any use made of such information is at your own risk. Some of the information contained on this web site may also have been prepared or provided by third parties and may not have been verified by us. We hereby exclude any liability arising out of any preparation or provision of such information for the web site and makes no warranty as to the accuracy, suitability or completeness of any such information

I agree, Continue