 |  |  |  |  |  |
 |  |  |  |  |  |
We provide several QROPS solutions for
UK pensions including:
Transfer to a Swiss (Switzerland)
QROPS; with benefits of:
- suitable for Swiss Nationals
expecting to retire in Switzerland - direct interaction with investment
manager - invested across renown compliant
Swiss institutional funds
lower Swiss income tax
- UK capital gains tax exempt
- UK inheritance tax exempt at death
- withdrawal for home ownership
Transfer to EU QROPS; with benefits of:
- suitable for those retiring in or
outside the UK - manage own investments
- have bespoke manager solution
- invest directly in underlying
securities on qualifying exchanges
- 90% deposit protection
- withdrawal at retirement of:
- 5% higher tax free lump-sum
- tax free gains on lifetime excess
- income withdrawal:
- 20% higher
- paid gross
- permits additional contributions to
non-UK employer pension scheme
for lower local tax - for non UK-residents exempt from:
- UK capital gains & income tax
- 55% lump sum death tax
- excess lifetime contribution charge
- for UK residents:
- endorsed tax compliant
- income tax reduced by 10%
- low and manageable set up fees
covered by expected returns
Transfer to UK Crown Dependency
QNUPS; with benefits of:
See our Family Office pages for other
trust based solutions
QNUPS; with benefits of:
- suitable for UK domiciles or UK
residents
- transfer in of:
- Non-UK pensions
- UK and Non-UK property
- Offshore bank accounts
- Investment accounts
- ISA's
- can contribute in excess of fully
funded UK pension - manage own investments
- have bespoke manager solution
- invest directly in underlying
securities on qualifying exchanges - tax portable for new working
destinations - highest levels of depositor highest
levels of depositor protection - In UK:
- endorsed to be tax compliant
- reduced income tax
- free of UK:
- inheritance tax
- member payment charge
- capital gains tax
- income paid gross
- 30% tax free lump-sum withdrawal
See our Family Office pages for other
trust based solutions
Transfer to SIPP; with benefits of:
- suitable for UK residents
- manage own investments
- have bespoke manger solution
- can invest directly in underlying
securities on qualifying exchanges - UK capital gains tax free
- consolidation of UK pensions
- no need for annuity
- can take lump sum at retirement
- UK income tax relief for additional
contributions - highest levels of depositor
protection
We use cookies to:
(1) remember you when you visit this website to keep track of your browsing patterns and to build up a profile of how you and other users use the website.
(2) make our website work as efficiently as possible.
(3) administer services to you.
5.3 Most browsers allow you to turn off cookies. To do this look at the “help” menu on your browser. Switching off cookies may restrict your use of the website and/or delay or affect the way in which it operates.
No personally identifiable information (PII) is stored and site usage is always looked at on an anonymous level.
(1) remember you when you visit this website to keep track of your browsing patterns and to build up a profile of how you and other users use the website.
(2) make our website work as efficiently as possible.
(3) administer services to you.
5.3 Most browsers allow you to turn off cookies. To do this look at the “help” menu on your browser. Switching off cookies may restrict your use of the website and/or delay or affect the way in which it operates.
No personally identifiable information (PII) is stored and site usage is always looked at on an anonymous level.
Stop Press
UK pension policy is
extremely
dynamic/political please
contact us directly for the
most upto date treatment
UK pension policy is
extremely
dynamic/political please
contact us directly for the
most upto date treatment
|
| Steven J CohenCFA Results That Count - Bespoke Advantage |