Why transfer your pension to Australia?
Superior tax effectiveness in retirement
Elimination of long-term currency risk
Avoidance of ongoing transfer fees
Succession planning
CHARTERED FINANCIAL PLANNERS
Award-winning Chartered Independent Financial Advice company with Financial Planners located in the UK and Australia.
IN-HOUSE SUPPORT
All advisers are supported by in-house professional paraplanning services and a first-class administration team.
NOTHING OUTSOURCED
Our UK pension transfer service is provided in-house and nothing is outsourced throughout the process.
INDEPENDENT
Independently licensed in both Australia and the UK, this means our advice can be provided conflict free.
Posted on Google SimonTrustindex verifies that the original source of the review is Google. I’ve been using BDHSterling for several years now, including throughout my move from the UK to Australia. Their advice and support have been invaluable in helping me navigate the ever-changing rules, regulations and interpretations of both HMRC and the ATO, while developing a financial plan tailored to my personal circumstances. The team has handled some particularly complex cross-border financial matters professionally, efficiently and with genuine engagement. They take the time to understand the situation, explain the options clearly, and provide practical, well-considered advice. The service has been first class throughout. International financial planning is never really “finished”, and as my circumstances continue to evolve, I’ll continue to rely on BDHSterling. I wouldn’t hesitate to recommend them.Posted on Google Ian McDonaldTrustindex verifies that the original source of the review is Google. I like all of the above. I hhave was introduced to bdhSterling by being a long term (in the order of 20 years) client of Oakbridge and Russel and John Harrower, During all of this time i have referred several of my friends to the Harrower's business. I believe they have always looked after ny interests.Posted on Google Ben McAvoyTrustindex verifies that the original source of the review is Google. Very professional service, approached our situation with the care and nuance it required. Very happy with our financial planPosted on Google Carlton SmithTrustindex verifies that the original source of the review is Google. BDH Sterling provided exceptional financial advice throughout the process of transferring my UK pension to Australia. Their team was knowledgeable, transparent, and incredibly thorough in explaining each step, ensuring I understood my options and the implications. I’m very grateful for their expertise and highly recommend them to anyone navigating UK–Australia pension matters.Posted on Google Judith VoyceTrustindex verifies that the original source of the review is Google. BDH have managed the transfer of our assets from the UK in a professional and tax efficient manner. Daniel is very thorough regarding our plans for the future and we are satisfied with the service provided.Posted on Google Christopher WestTrustindex verifies that the original source of the review is Google. We continue to be very pleased with the service, provided by bdh Sterling. It has been very helpful to us, in planning and guiding us through our current and future financial needs! Thank you!Posted on Google Brian WhiteheadTrustindex verifies that the original source of the review is Google. I trusted BDH Sterling to organise the transfer of my UK pension to a super fund in Australia. Organisation & contact was excellent & John Vailes, my advisor, took care of everything. More recently, John has overseen the transfer of my funds to my nominated super fund & this is completing with a minimum of fuss. I would have no hesitation in recommending BDH Sterling in the future.
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General Advice Warning
The information on this website is general in nature. It does not take into account your specific circumstances and should not be acted on without full understanding of your current financial situation, future goals and objectives by a fully qualified financial adviser. In doing so, you risk making commitment to a product and / or strategy that may not be suitable to your needs.