Prepare
Pension planning for a life abroad
Make your pensions work together, not separately.
Placeholder copy: weighing up whether to leave a UK pension in place, transfer it overseas, or bring together entitlements built up in more than one country, each with different tax and access implications.
Your Circumstances Matter
The right advice depends on the bigger picture.
Your financial circumstances can look different depending on where you live, work and hold your wealth.
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What does this service involve?
We look at your pensions as part of your whole financial picture, rather than treating each one in isolation. From old workplace pensions to current contributions, tax allowances and future income, we help you understand what you have and what needs to happen next.
Reviewing existing arrangements
Making use of pension allowances
Understanding future income
Setting the right contributions
Which best describes you today?
You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.
What could happen without a plan?
You're weighing up an overseas pension transfer
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A transfer decision made without the full tax picture
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You've built up pension entitlements in more than one country
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Entitlements abroad that go unclaimed
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