Retiring to the USA?Seeking best advice about your British Pension and current tax rules?
Then download the brochure and videos from our dual-regulated experts.
We can provide guidance on British pensions for US residents & retiring overseas for expats & how to avoid loss of your future retirement income to taxes or charges
When retiring to the USA you can easily lose out financially when transferring your UK pension. Take action to STOP THAT HAPPENING – start by watching this short video.
Do you need to know…
Should you transfer your UK pension or leave it where it is?
How to avoid paying tax twice on your pension income?
How to manage your pension investments if outside the UK?
What happens when your beneficiaries live in another country?
The difference between QROPS and International SIPPs?
The best way of accessing your pension when overseas?
We can advise you on all of the above, and are qualified to advise being regulated in both the UK and the USA. We have won multiple awards from several different publishers including the FT.
Our recommendation is that you should only deal with a fee-based adviser who will help you stay on track for your retirement. If you have been advised to transfer to a QROPS and you are resident in the US, we often find you need to take urgent action to improve your future retirement prospects.
What we can do for you
Advise on your tax position
Analyse your pension and investment management
Recommend options & best course of action
Provide holistic advice for you and your family
Ensure fees and charges are transparent
Advise the best way of accessing your pension
No-one wants to make a tax error, or ignore options available for their British pension, or worse, be forced to continue working after retirement. Take action now to avoid a reduced pension income in retirement, and get the retirement you deserve.