Expat Retirement Planning

Are you considering retiring abroad or are you living abroad already?

Our expat retirement plans are tailor-made for the modern international worker and we can help you with tax reduction and inheritance / estate planning.

Most expats we meet have started their pensions decades too late and have to overcompensate by putting away thousands of Dollars a month in a tough attempt to catch up with the thirty year old who planned ahead saving only hundreds per month.

We have some simple retirement planning advice…

Retirement Planning Advice

  • The sooner you start saving, the less you have to put away each month
  • Consider working longer and retiring later if you have started saving later in life
  • Don’t delay starting a plan or you will pay a heavy price later in life!
  • Where do you want to retire and why?
  • You must have a target retirement age to plan properly
  • Start to visualise what your retirement might look like and how you will achieve it
  • Track your current pension pots and see if there is a better way to invest it
  • Protect your pension from currency fluctuations
  • See if there is a better way to reduce tax and mitigate currency movements with a pension transfer overseas
  • What is healthcare like in your country of retirement and how expensive will it be in old age?
  • Have you saved enough to live in a nursing home or who will look after you in old age?
  • Have you made a will?

International Retirement Plans

We work with most of the major life insurance companies such as Royal London 360, Old Mutual International and Hansard International.

hansard-rl360-omi

Your pension will then be managed by the top investment managers from around the world such as Aberdeen Asset Management, BNP Parisbas, Black Rock, Fidelity, Franklin Templeton, Investec, M&G, Shroders, Threadneedle and UBS. Talk to us to find out more about the investment managers and discretionary fund managers we work with.

Talk to a Retirement Planning Expert

Whatever your retirement goals, we can help you achieve them.


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