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Expert Financial Advice for Expatriates

Helping you to achieve your
retirement ambitions,

by explaining your pension options.

We are focused on achieving your pension goals - strengthening your pension funds and maximising the income you enjoy in retirement.

Dedicated retirement preparation

Dedicated retirement preparation

As an expatriate you’ll understand more than anyone else that you can’t simply depend on an employer or the government to provide sufficient funds to meet your retirement needs.

We will help you with every decision you have to make when building your pension fund and structuring your investments to maximise your retirement income for life.

How we help you achieve your retirement ambitions

How we help you achieve your retirement ambitions

As you near retirement, adjustments to the way your money is invested may be essential.

When you retire, our focus shifts to ensuring you maximise the income you can enjoy, and that you secure your assets for your lifetime and for your beneficiaries.

Achieve your retirement goals in 3 simple steps

1

We will assess any current pension or savings plans you may have.

2

Then determine your retirement and future goals, plans and ambitions.

3

Then we can marry your financial position to your future and financial ambitions.

About The Options For Any UK Pensions You May Already Have

Frozen Pensions

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.

Ian Crawford

QROPS

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.

Overseas SIPP

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.

Contact an Adviser
Expert-advice-on-qrops-2 Expert-advice-on-qrops-2

Invaluable Help and Advice

“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. ”

Andrew

Pension Transfer

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.

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Talk to an Adviser

You can reach us directly by calling us between the hours of 8am and 6pm CET and we will immediately assist you.

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Talk to an Adviser

You can reach us directly by calling us between the hours of 8am and 6pm CET and we will immediately assist you.

  • +34 952 887 270

    8:00am - 6:00pm CET

You will be asked a few simple questions about what you are looking for and your current situation before

Alternatively you can...

Contact Us Online

Tell us about you and you're situation so we can tailor our advice specifically to your financial needs.


or request a call back

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Get your FREE UK Pension Changes in the 2017 Budget Fact Sheet

Understand the changes to the tax treatment of foreign pensions and pension transfers. If you have a pension in the UK it could help you to enjoy a wealthier retirement abroad.

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Get your FREE Guide - A Guide to Inheritance Tax

Leaving the UK - but are you leaving UK taxes? Find out more about UK taxes for expatriates with our free guide.

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Get your FREE Guide - Understanding Your Pension Options

This report is compiled by industry experts, and is designed to highlight some of the vast savings and financial opportunities available to you.

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Get your FREE UK Pension Scheme Vs QROPS

Understand how transferring your UK pension via QROPS could help you to enjoy a wealthier retirement abroad.

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Get your FREE Passport to Expatriate Wealth

Whatever reason you have for becoming an expatriate, this report is essential reading to ensure that you do not waste the massive financial opportunity available to you now that you live abroad.

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