Most of our expat clients have the same intention; to retire early and enjoy their new home in the sun. To make sure you can afford to stop working when you choose you’ll need a robust retirement plan in place. Precision Pension Reviews work with a network of trusted financial advisers to deliver expat pension advice and a comprehensive range of retirement planning services to the British expat community.
The right advice
While some of our clients are moving abroad to take early retirement, others are already working abroad and need support with their retirement planning. Expat salaries are often at the higher end of the scale but often do not include a pension scheme, and where a pension does exist it is often not flexible and won’t support a desireable retirement.
So whether you are interested in setting up a new expat pension scheme, moving a UK pension fund offshore, growing your pension pot, taking early retirement, or simply want to understand your annuity or drawdown options; our advisers will help get you on the right path.
Global expat pension advice
We offer trusted pension advice and retirement services for British expats in many countries and are always expanding our advisor network. We currently cover Spain, Netherlands, Luxembourg, Switzerland, Romania, Lichtenstein and Latin America.
We offer expertise in:
- Expat pension advice
- New pension setup
- Cross border pensions
- Annuity options
- Income drawdown
- Qualifying Recognised Overseas Pension Schemes (QROPS)
- HM Revenue and Customs (HMRC) transfer rules for expats
- Knowledge of Qualifying Non UK Pension Schemes (QNUPS)
- Self Invested Personal Pensions (SIPPs)
- Investment opportunities
Our reviews include:
- Assessment of current circumstances
- Projection of future income and expenditure
- Retirement planning
- Assessment of tax efficiency
- Personal financial plan
- Investment recommendations
- Advice on cross-border issues
Find out more about our expat services by requesting a call back.