When you’re migrating from the UK you’ll probably want to take your pension with you. It can be a complicated step to take.

Montfort Roundel

Pension rules are constantly changing. Not just in the UK but in many of the countries where you may be considering taking up residence. Should you transfer all of your funds at once you could suffer loss through higher rates of taxation and even taxation in both countries.

By keeping abreast of a complex, changing market, we aim to give you the best possible advice on when and how to transfer your UK pensions to maximise their value.

How we work

We’ll carry out a full analysis of the pensions you hold. Then we’ll look at how to restructure your pensions before your departure.

We’ll assess whether you can take advantage of the many tax planning opportunities that come from transferring your pension to a Qualifying Recognised Overseas Pension Scheme (QROPS). We’ll consider the best timing for transfers.

And to minimise losses we’ll look at details such as exchange rates to get you the best possible deal.

Get in touch

The earlier you start to plan moving your finances, the more options you have.

Contact us today and a member of the Montfort team will be in touch to further discuss your situation and how we can help you.

Tel +44 (0) 1483 202072 Email Us


All data collected is held according to the Montfort Privacy Policy. You can unsubscribe at any time.