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Retirement always seems to be a long way off and may not seem a priority but planning early today is more important than ever. A pension is one of the best investments, it is also one of the most important.

Pensions & Transfers Intro


Due to longer life spans, improved medical support and better diets people live regularly well into their 80s and beyond, this can mean 30 years or more in retirement. It’s obvious that the sooner you start saving, the easier it will be to ensure that your later years will be free of financial worries.

As an expatriate, you may have built up a sophisticated portfolio of investments and assets across various continents.

We can help you merge your retirement plan(s) into one or two accounts reducing charges improving trasnsparity offering an holistic approach to simplify your pension horizons.

In our changing world where new markets are opening and some closing, stronger political will and influence from new economic players are dictating the fortunes of people today, not building enough security into your future whilst you have choice is a recipe for disaster. For example , how much do you need to save over the next 25 years provide for your retirement which could last for perhaps 30 years? That is an interesting question everyone should ask. Quite simply every USD100k of income you will require roughly USD 2m in invested sums, how you get there is where we can help.

Release your pension from the UK tax regime and invest overseas.

Did you know that over 5 million retirees in the UK choose to reside outside Britain. If you intend to retire outside the UK it could be beneficial for you to consider transferring to an offshore pension. As a UK expatriate or if you intend to retire overseas, Her Majesties Revenue and Customs will allow the transfer of your UK pension to a secure offshore investment allowing greater control and potential gain without the need to purchase an annuity.

Are you an expatriate with retirement benefits in the UK and not intending to return to retire there?