Will you lose 45% of your Private UK pension funds?
Transferring your UK Pension offers you more freedom

Although it is somewhat of a funny acronym, this pension scheme can offer you some serious benefits. It is an overseas type of pension scheme that is designed to meet certain criteria requirements as set out by the HMRC. It stands for ‘Qualifying Recognised Overseas Pension Scheme’ and allows you to receive the transfer of benefits from your UK Pension without incurring any charges for unauthorized payments.

There are many factors to take into account for your UK Pension and whether it makes sense for you to move it away from the UK. The 2014 UK Budget has radically changed UK Pension and access, with the potential to stop transfers from final salary schemes altogether in 2015. We recommend a review to understand your pension options and take advantage of a limited time. Here are some of the main reasons why our clients have transferred their pensions:
  • No requirement to buy an annuity
  • Avoid the 45% death charge tax
  • Lower taxes
  • Pass 100% onto your beneficiaries
  • Income free of UK Income tax
  • Take investment control
  • Minimise your currency exposure
  • Up to 30% tax free lump sum
  • Higher income levels
  • Avoid future UK Government Pension Changes
  • Reduce risk exposure to defined benefit pension schemes

Take advantage today and understand how a QROPS could maximize your pension benefits, and discover the difference transferring your UK pension could mean for you and your family’s wealth.

Testimonials

Since working with Taylor Brunswick group, they have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much easier.
After years of ignoring my pension, I spoke with Greg from Taylor Brunswick and he explained the benefits of a QROPS. His advice was excellent and all explained in English that I could understand. I’m so grateful for all of the financial advice and guidance. I would definitely recommend speaking with Taylor Brunswick if you are considering any sort of investment. Thanks Greg!
I wanted to take a moment to drop you a line to once again let you know how very much I appreciate your services, your professionalism and the candor and advice you have provided me during the course of our partnership. From the very beginning, your transparency, the guidance you shared, and the mentoring that you proffered instilled extreme confidence in me to take advantage of your superior services.

Will your UK pension hold you back?

Download the Taylor Brunswick QROPS Guide and understand whether you and your family would be better off. We will help you understand your existing UK Pension benefits and value, and whether you are eligible to transfer your UK Pension into a QROPS. There is no obligation to transfer your pension, and you will not be charged for the advice.

Our bespoke report will include:
  • Full analysis of your UK Pension
  • Your Risk Profile
  • Your financial goals and objectives
  • Overall financial needs analysis
  • Potential inheritance tax issues
If you are thinking of retiring or have already retired overseas, or about making overseas investments in your retirement, your UK pension may be holding you back. Many are very restrictive when it comes to investment choice and taxation. For those who retire abroad, a QROPS offers freedom.
To find out whether you could benefit, please complete the form on the right.
Download My QROPS guide now

About Us

Taylor Brunswick is a collection of experienced and driven industry professionals who are bringing the standard and quality of onshore financial advice, offshore. The client-centric approach based on a set of fundamental servicing principles coupled with award winning technology has drastically improved the quality of service clients have been receiving in the offshore market.

Our People

Greg Smith

Our team is made up of industry and industry related professionals with a wide range of qualifications from the United Kingdom, United States and Hong Kong.

 

Nick Smith

Our team is made up of industry and industry related professionals with a wide range of qualifications from the United Kingdom, United States and Hong Kong.

 

Kim Smith

Our team is made up of industry and industry related professionals with a wide range of qualifications from the United Kingdom, United States and Hong Kong.