Transfering your private or company UK pension scheme can offer you more benefits than leaving it in the UK. An overseas pension scheme is designed to meet criteria requirements as set out by the HMRC.
If you have worked in the UK, are a Britsh expat or are thinking of retiring overseas our free 2021 Transfer Guide will outline the benefits and process of transferring your UK Pension overseas.
The first step is to fill out the contact form to receive your free 2021 transfer guide by email, this will be followed by an intial call to answer any questions.
*You will receive your Free Transfer Guide by email within 5 minutes.*
Have your pension paid gross and taxed in your country of residence and pass 100% of your fund to your beneficiaries.
Since BREXIT having the freedom to control the currency of your pension has never been more important.
You can access your pension from age 55 as opposed to 65.
A lump sum of 30% can be taken compared to 25% in the UK.
Avoid the lifetime allowance tax of up to 45% after transferring your pension.
Pension deficits are only getting larger in the UK. Is your pension at risk?
With a reduction in the life time allowance threshold, annual contribution limits and the closing of the pension options, take control of your pension now!
"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."
Download the Taylor Brunswick Penson Transfer 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. There is no obligation to transfer your pension, and you will not be charged for the advice.
Our bespoke report will include:
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 transfering offers freedom.