Synergi Investment UK Leading Ex Pat Pension Management Consultants

Synergi Investment are independant financial advisers with 17 years experience and clients located across all parts of the world.

Providing ex-pats with a comprehensive and independent financial planning service built around their respective needs.

Life Assurance

Retirement Planning

Investment Management

UK PENSION RELEASE

A Qualifying Recognised Overseas Pension Scheme (QROPS) is an overseas pension scheme that HM Revenue & Customs (HMRC) recognises as being eligible to receive transfers from registered pension schemes in the UK.

This allows anyone with a UK pension who is living outside of the UK or is intending to leave the UK to transfer their UK approved pension offshore without the deduction of UK taxation. This includes both pensions yet to come into payment and those already in payment. However, since April 2006 it is possible for non-UK residents.

INTERNATIONAL PENSIONS QROPS

Ex-Pat Pension Plans - QROPS

Retirement Pension planning for those who spend time overseas can be a very complex area. Choosing between an international pension plan and a UK pension shouldn't be done on a flip of a coin.

An international pension plan can be a very tax efficient way of saving for retirement, and can provide greater flexibility over UK based pension both in terms of investment choice and payment of benefits. But does it suit you and your financial situation?

To find out if QROPS are suitable for you, it is essential that you discuss your situation with an independent financial adviser experienced in providing ex-pats with a comprehensive and independent financial planning service built around their respective needs.

You need to see a report tailored to your personal circumstances.

General Savings

One of the most efficient and painless ways of building capital is to systematically save a portion of your income. Regular and disciplined contributions to an investment scheme are probably the best way to develop a substantial portfolio.

Clients of Inter-Alliance WorldNet can rest assured that their investments, which are placed in safe jurisdictions such as the Isle of Man and the Channel Islands, enjoy maximum confidentiality and security.

Synergi Investments can open savings accounts for you, which will satisfy your overall needs. You might want to save towards a pension by means of a long-term, low level, sustainable investment.

On the other hand, a shorter term, flexible investment - possibly running alongside - could allow you to save for more immediate needs such as property purchase or school fees. The inherent flexibility will prove its worth if your personal circumstances should change in the future.

 

 

SDB Group. Wealth Managers. Investment Management Advice