Are you thinking of moving your UK Pension to the US
Pension legislation in the UK has changed in recent years, but have you kept up? If you are living the United States with preserved pensions in the UK, you must make sure your pension plan is keeping up with the times.
One option to consider is a Self-invested Personal Pension, or SIPP for short. A SIPP works in the same way as other private pensions which you may be familiar with, however there tends to be greater flexibility in terms of investment choice, meaning you can tailor a retirement plan to suit your individual personal needs.
If you worked in the UK for 10 years or more and hold a Defined Benefit or ‘Final Salary’ pension with a value in excess of £200,000, this e-guide is a must read.
By reviewing their existing private pensions, many Brits abroad find they can;
Take a bigger tax free lump sum upon retirement
Consolidate their old UK pensions into one place
Draw income through retirement to suit their needs
Avoid pension tax allowance charges
Improve their tax efficiency
Pass more on to loved ones
At GWM USA we know that making a decision on which solutions is right for you can be daunting, which is why we have produced a handy guide to help you answer your questions.
How living in the US affects your scheme.
Why cash equivalent transfer values (CETV) are so high.
What is meant by a Self-Invested Private Pension (SIPP).
If you are better staying in your DB Pension scheme?
Download your British Pension Options e-guide now to ensure you are making the most of your international worker status
GWM USA LLC, 1450 Brickell Avenue, Suite 2180, Miami, 33131 FL
GWM USA LLC is part of the Guardian Wealth Management Group for all Group regulatory details please visit https://gwm-usa-llc.com/about-menu/regulations. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).
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Download your free International Pensions e-guide NOW to make the most of your expat status