UK Pension Transfer Pack USA

We will identify and explain the issues that you need to consider as a resident of the USA with a UK Pension Fund.

• Preparing a personalised report comparing a members’ benefits in their current UK scheme to an alternative arrangement
• Implementing specialist transfer strategies, including phased transfers for those with funds in excess of the American Transfer caps
• Recommending the new pension scheme (where licensed to do so) to receive the transfer
• Organising the necessary paperwork in order to complete a transfer
• Setting up the appropriate investment within the new scheme
• Ongoing investment management for funds in the UK in America, in the most appropriate currency for your circumstances.
• Arranging any benefits to be paid in the most tax efficient manner

We offer the above process, integrated with our global advice that is unique in market.