Time to enjoy what you’ve worked hard for.
Planning for retirement can be complicated, especially as an expatriate. You’ve been looking forward to this for a while, so now it’s here, let us take the strain while you enjoy it to the full. We have extensive knowledge and experience of expat retirement planning, so everything’s dealt with under one roof and far less bother. It means we can avoid over-complication, jargon and pitfalls – and help make sure your retirement is plain sailing and stress-free when it comes to managing your money.
What’s more, we’ll tailor our service to you. We fit around your needs instead of vice versa, using unrivalled resources and excellent retirement planning teams. Here’s a quick look at some of the services we offer:
Expert pension advice – helping you avoid the complications of accessing your UK pension whilst abroad. We’re experts in Qualifying Recognised Overseas Pension Schemes (QROPS), which free up your UK pension for transferring abroad without tax deduction.
Asset management – selecting the assets that meet your requirements, and managing them in a way that suits you.
Tax structuring – helping you reduce the tax burden. There are lots of tax options available, and some are better than others. So we’ll help you choose the better ones, and take care of your tax returns – all as part of our wealth management service.
Will and trust planning – making sure your wealth and belongings reach the people you want to benefit, in the most tax-efficient manner.
Please click here to read about our refreshingly individual approach to client service.