Key Features & Benefits
Key benefits for you, the Advisor:
- Advise on your clients' pension assets, wherever they currently live or move to
- Upfront commissions & ongoing quarterly remuneration
- A provider of wealth management services with financial stability
- Competitively priced
Key benefits for your clients:
- Pension income paid without the deduction of income tax (excluding Guernsey residents)
- No capital gains tax or income tax charged on the assets within
the Plan - UK pension transfers to an offshore plan
- Estate, domiciliary & succession planning opportunities
- Tax planning opportunities
- Consolidation of a Member’s UK pensions in an offshore structure with no cap on transfer value or contribution levels
- Competitive pricing
- Diverse investment choice including choice of base currency - £, €
or US$ - Long established pension scheme with experienced administrators from a well regulated jurisdiction
Eligibility
Anyone over the age of 18 and under the age of 75 years is eligible to join the Plan, excluding Jersey, US and Canadian nationals or residents.
UK residents will only be eligible to join the Plan if they have clear intention to become non–UK resident within 12 months.