A Guide to Retiring Abroad

If you are already, or planning to retire or live abroad, then this guide should help you. It highlights some of the financial planning opportunities available to you by transferring your UK pension beyond the shores of the UK.

We will provide you with some of the answers to the most frequently asked questions on this complex topic and help that you decide if it would be in your interest to move your pension plans beyond the reach of the UK Inland Revenue.

We have sought to avoid much of the jargon and make this as plain English as possible, however pensions legislation is complex so please bear with us and remember if you require clarification on any point we are only an email away!

One very important point to remember is that this guide is based on our understanding of current legislation and there will inevitably be changes in the future that could affect the benefits of transferring your pension into an overseas scheme.

Click below to download the guide.

PM Retiring abroad guide

PM Retiring abroad guide 16
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PM Retiring abroad guide
174.4 KB
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