Do you want choice of currency and flow of income?
A ROPS is perfectly placed to achieve that for you
Do you want choice of currency and flow of income?
A ROPS is perfectly placed to achieve that for you
With final salary company pensions now a thing of the past for most private sector workers, more and more people like you are looking at different ways to safeguard their retirement plans.
Transferring your pension to ROPS allows UK expats to grow their pension funds in a tax efficient way and helps reduce tax on pension income in retirement.
Find out if they’re suitable for YOU.
Formerly known as a QROPS, HMRC has redesignated this to a ROPS or Recognised Overseas Pension Plan. It is still allowable by HMRC in the U.K, but based abroad.
To receive transfers from UK based pension funds the scheme must provide protection equivalent to or better than the safeguards required in the U.K.
Anyone who has a private pension can transfer to a ROPS scheme unless they have already purchased an annuity or are in receipt of their final salary pension.
ROPS might be suitable for You if…
If you have left the UK or are planning to leave, then a ROPS is likely to be suitable for you. However, it is essential to consult a professional before taking steps to set up a pension transfer
We take the anxiety out of your finances and help you enjoy life overseas. We take time to understand what you want or need. Then we provide you with specialist financial advice about your pensions, tax planning, investments and inheritance planning.
We’ll make sure you fully understand your new financial position and make the right choices.
Meaning you can look forward to the future you’ve dreamt of, with confidence.
We take the anxiety out of your finances and help you enjoy life overseas. We take time to understand what you want or need. Then we provide you with specialist financial advice about your pensions, tax planning, investments and inheritance planning.
We’ll make sure you fully understand your new financial position and make the right choices.
Meaning you can look forward to the future you’ve dreamt of, with confidence.
“My wife and I recently moved to France. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”
“My wife and I recently moved to France. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”
Before you engage us, we’ll get to know you to make sure we’re a good fit. Then we’ll send you an interim letter setting out your situation and what you want or need to achieve.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We’ll keep an eye on your investments and finances for you to make sure you stay on track, and we’ll provide you with regular statements and an annual review.
Before you engage us, we’ll get to know you to make sure we’re a good fit. Then we’ll send you an interim letter setting out your situation and what you want or need to achieve.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We’ll keep an eye on your investments and finances for you to make sure you stay on track, and we’ll provide you with regular statements and an annual review.
A goal without a plan is just a wish.
Simply complete the form below and we’ll get back to you
The financial advisers trading under Beacon Global Wealth Management are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647
Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Beacon Global Wealth Management is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) – Licence No. 386/20. Beacon Global Wealth Management is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) – Licence No. 5101
