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The information contained on this website is for information purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument. This website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law. Not all products or services are available in all geographical areas. The information on this website is subject to change. Please visit our full Terms and Conditions for more information. By browsing this website you automatically confirm you have read and accepted the terms and conditions above. Click the X or accept terms to close this notice.
Making expatriate financial wealth management easier.
Our people are dedicated to you
Helping you make the most of your money
Dedicated team supporting each other and our clients
Helping make a difference in the community
We are a full-service wealth management company, providing an inclusive yet uniquely tailored service for the management of your personal financial needs.
Meet the Abbey Wealth partners, advisers and support team. Our people have years of experience in financial advice, pensions and savings & investments and are dedicated to giving you the best support for your situation
We deliver a complete financial advisory and wealth management service, and we help you make the most of your money - whatever your wealth status or life stage.
As a result of our continued growth at Abbey Wealth, we are seeking the best financial advisors and wealth planners to join our tightly knit team of professionals, dedicated to supporting each other to build lasting relationships with our valued clients.
At Abbey Wealth our corporate social responsibility (CSR) initiative is a humanitarian scheme that was suggested and fully developed by our team.
About The Options For Any UK Pensions You May Already Have
If you have one or more frozen or tax inefficient pension schemes in the UK, we will examine them when structuring your retirement plan. We then walk you through your options, backing up any recommendations with written supporting evidence. If any action is required on your part to make more of these frozen schemes, we will help you with paperwork and bureaucratic processes.
I got in touch with Abbey and things went quite well, it was at times a bit of a worry signing over my pension. However in my interactions with Craig and Stephanie I was very impressed with the level of professionalism and support.
Qualifying Recognised Overseas Pension Schemes (QROPS) are a type of overseas pension often used by British expats when saving for their retirement. The benefits of QROPS include diversification, tax advantages, currency and investment flexibility, and etc. QROPS require very specialist advice; at Abbey Wealth we are qualified to offer that advice. Our retirement specialists literally handpick the most suitable QROPS on a client-by-client basis, and we do so for all of our valued clients.
Depending on the value and type of pension you have in the UK QROPS may or may not be the best solution for you. Please contact one of our Pension Specialists to discuss this without charge or obligation.
An Overseas SIPP is exactly the same as a traditional self invested personal pension, however it enables the account holder to either choose and manage the assets or to receive advice from an expatriate pension adviser such as Abbey Wealth.
We will clarify whether an Overseas SIPP is a suitable vehicle for you, as it can prove to be a very cost effective form of pension management.
Worried about managing your pension abroad? Talk to our dedicated advisers. Discover your options, then let us do the hard work for you.
“Having heard and read up on QROPS my head was spinning to say the least... I contacted Abbey [...] via email for their advice/ guidance. I was contacted by one of their experts and he telephoned me to go over all the options available and the best way to proceed from my country of residence.
I would certainly recommend them to anyone looking to get good, sound and easily understandable advice. ”
If you choose to transfer your UK pension overseas, you will need professional help. Any receiving pension scheme only accepts transfers via authorised advisories such as Abbey Wealth.
We deliver best advice and ensure any transfer is appropriate for the client, as well as compliant with HM Revenue and Customs’ regulations and requirements.
Structured correctly the tax advantages and protection from IHT can be very beneficial.
Post Retirement Investment and Income Advice
It is essential that your wealth works for you after you retire. We will continue to review your wealth plan and advise you on the best approach to protecting and enhancing your income producing assets throughout retirement.
We will structure your estate to be as tax efficient as possible, and suitably positioned to meet any inheritance tax liabilities you or your family may need to consider.
Retirement Income Planning
You have a choice of how you access your pension pot at and before retirement . We will help you determine the most appropriate way to secure, grow, and take income from your pension savings and enjoy your retirement.
With our help, when you retire, your assets will be correctly structured to deliver you the income you desire in the most tax efficient way possible.