Examine your current pension arrangements: 

We can review your current pension and whether it already offers sufficient options, such as flexible access or investment flexibility, to decide if a transfer is necessary.

Appraise risks and benefits: 

We can help you weigh up the potential advantages, such as tax efficiency and flexibility, against risks like currency fluctuations and possible penalties.

Evaluate tax advantages: 

Review whether transferring your pension will result in tax savings, considering both tax laws where your pension currently sits and the tax rules in your country of residence. We start by establishing your personal circumstances. We will review your short- and long-term goals, then carefully analyse the pros and cons of each option available to you, including the tax and succession implications of transferring your pension. 

We will advise on how best to structure your pension arrangements to meet your specific needs.