ANALYSIS/INTERACTIVE ANALYSIS

When analysing your future pension requirements then you want to know how much do I need to retire on when it comes to my retirement planning. The follow-on question once you know if you have enough money, will be when can I retire? After that, it is how do I retire and where is the best place for a comparison of British pensions for expats.




INTERACTIVE RETIREMENT CALCULATORS

INTERACTIVE RETIREMENT CALCULATORSProject your own retirement or saving fund. We re-invest all investment commissions so you can benefit from greater growth
Our interactive retirement calculator has saved some clients tens of thousands of pounds so 10 minutes of your time now will be worth it.
INTERACTIVE RETIREMENT CALCULATORS ›




INDEPENDENT PRODUCT REVIEWS

INDEPENDENT PRODUCT REVIEWS
Discover the best and worst financial products from our independent reviews and the experiences of many product customers. We have over 100 years’ combined experience with an unrivalled insight into the strength and weaknesses of each provider.
INDEPENDENT PRODUCT REVIEWS ›




COMPARISON OF FOREIGN PENSIONS

In this area you can select the country you are planning on retiring in (not necessarily where you live now) and see where you can consider basing your foreign pensions (Often a QROPS). We review whether there is a double tax treaty (DTT) that covers your retirement location.
COMPARISON OF FOREIGN PENSIONS ›




COMPARISON OF OFFSHORE REGULAR SAVINGS PLANS

In this area you can select your chosen provider for information on access penalties, numbers of funds available, commission information, tax position, whether it has immediate access and punitive charges. Offshore regular savings plans are a particular minefield for those seeking savings plans and options.
COMPARISON OF OFFSHORE REGULAR SAVINGS PLANS ›




COMPARISON OF LUMP SUM BONDS

In this area you can select your chosen WRAP or Bond custodian for information on access penalties, numbers of funds available, commission information, tax position, whether it has immediate access and if the provider (not the funds) are protected.
COMPARISON OF LUMP SUM BONDS ›




INFORMATION/SERVICES:

For the latest information, or indeed insight into charges or rules, then go to our Blog section.
INFORMATION/SERVICES ›


  • ESTABLISHED 1998
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    AWARD WINNING TEAM

    Our Chartered Financial Planning team have been nominated 15 times for awards. For more information contact us.

    Clive Tutton receiving the International Investment Winner – Best Best-Practice in Offshore Award 2016.


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    Aegon head of sales development,
    Mark Hayhoe, James Pearcy-Caldwell and Charles Kennedy MP.

    EXPERIENCED ADVISERS
    20+ YEARS
    SPECIALIST KNOWLEDGE