We provide several QROPS solutions for
UK pensions including:

Transfer to a Swiss (Switzerland)
QROPS
; with benefits of:
  • suitable for Swiss Nationals
    expecting to retire in Switzerland
  • direct interaction with investment
    manager
  • invested across renown compliant
    Swiss institutional funds
Swiss employer pension scheme for
lower Swiss income tax
  • UK capital gains tax exempt
  • UK inheritance tax exempt at death
  • withdrawal for home ownership

Transfer to EU QROPS; with benefits of:
  • suitable for those retiring in or
    outside the UK
  • manage own investments
  • have bespoke manager solution
  • invest directly in underlying
    securities on qualifying exchanges
destinations
  • 90% deposit protection
  • withdrawal at retirement of:
  • 5% higher tax free lump-sum
  • tax free gains on lifetime excess
  • income withdrawal:
  • 20% higher
  • paid gross
  • permits additional contributions to
    non-UK employer pension scheme
    for lower local tax
  • for non UK-residents exempt from:
  • UK capital gains & income tax
  • 55% lump sum death tax
  • excess lifetime contribution charge
  • for UK residents:
  • endorsed tax compliant
  • income tax reduced by 10%
  • low and manageable set up fees
    covered by expected returns
Transfer to UK Crown Dependency
QNUPS
; with benefits of:
  • suitable for UK domiciles or UK
    residents
from substantial wealth
  • transfer in of:
  • Non-UK pensions
  • UK and Non-UK property
  • Offshore bank accounts
  • Investment accounts
  • ISA's
  • can contribute in excess of fully
    funded UK pension
  • manage own investments
  • have bespoke manager solution
  • invest directly in underlying
    securities on qualifying exchanges
  • tax portable for new working
    destinations
  • highest levels of depositor highest
    levels of depositor protection
  • In UK:
  • endorsed to be tax compliant
  • reduced income tax
  • free of UK:
  • inheritance tax
  • member payment charge
  • capital gains tax
  • income paid gross
  • 30% tax free lump-sum withdrawal



See our Family Office pages for other
trust based solutions  

Transfer to SIPP; with benefits of:
  • suitable for UK residents
  • manage own investments
  • have bespoke manger solution
  • can invest directly in underlying
    securities on qualifying exchanges
  • UK capital gains tax free
  • consolidation of UK pensions
  • no need for annuity
  • can take lump sum at retirement
  • UK income tax relief for additional
    contributions
  • highest levels of depositor
    protection
We use cookies to:
(1) remember you when you visit this website to keep track of your browsing patterns and to build up a profile of how you and other users use the website.
(2) make our website work as efficiently as possible.
(3) administer services to you.
5.3 Most browsers allow you to turn off cookies. To do this look at the “help” menu on your browser. Switching off cookies may restrict your use of the website and/or delay or affect the way in which it operates.
No personally identifiable information (PII) is stored and site usage is always looked at on an anonymous level.
Stop Press

UK pension policy is
extremely
dynamic/political please
contact us directly for the
most upto date treatment
International contact details:
Email: admin@c-bm.biz
Skype: steven.j.cohen
 
Switzerland
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+41 (0)7675 367 38

Financial Intermediary
FINMA SRO Polyreg Membership
USA
Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
UK & Rest of World
Steven J Cohen CFA



+44 (0)7770 275 489
Canada
Steven J Cohen CFA



+1.310.923.5823

British Columbia Securities
Commission Foreign Investment
Advisor
Steven J CohenCFA

Results That Count - Bespoke Advantage