As a British expatriate living in the US (or an American in the UK) with one or more UK pensions, you may be wondering what your pension options are and what you should be considering so your financial affairs are in good order.
No matter if you plan to stay in the US or move back to the UK, ensuring your pensions and investments are well organised can be the key to a successful future.
This comes in the form of a comprehensive cross-border retirement plan which takes into account your pension needs and may entail creating new plans that are better suited to your overseas lifestyle or reviewing and transferring any pensions/investments to offer you more flexibility and help reduce your exposure to tax.
You don't have to wait until your normal retirement age - start taking an income from age 55.
Choose how your pension is invested and paid to you, offering you greater flexibility.
Protect your family and ensure 100% of your pension is inheritable upon death.
Headway Wealth does not have the permissions to give Defined Benefit pension transfer advice. Any Defined Benefit pension transfer business will be completed on a dual advice model.
Managing your UK or expat pensions can be difficult, particularly if you're attempting to move your family, job, and life abroad. This can all feel a bit overwhelming, but all of our duly qualified expat financial advisers are perfectly positioned to help take the strain and can assist you with the following:
Don't Leave Yourself At Risk Of Reaching Retirement Without Having Looked At Your Pension Options. If you have a Company Pension or Private Pension Scheme, there may be great opportunities for you.
Book your FREE initial consultation today.
Introducing our new Pension Hub, where we answer commonly asked questions associated with your pensions, retirement and more. From pension drawdown rules to pension types, pension protection, pension sharing and more, we cover all of these topics to help you make the most of your pensions.
As Duncan Raeside, Senior Financial Planner at Headway Wealth, shares, quite often when clients approach retirement age, they start thinking about wills, trusts and estate planning to ensure they leave as much to their loved ones and less to the tax authorities.
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Headway Wealth USA is an approved Blacktower Financial Management (International) Limited (BFMI) representative. Building 31, Capability House, Wrest Park, Silsoe, Bedfordshire, MK45 4HR, United Kingdom.
Headway Wealth through its advisers offers investment and financial advisory services through Blacktower Financial Management (International) Limited (BFMI), a registered investment adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or education. Check the background of this firm on the Investment Adviser Public Disclosure page.
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