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Review your existing private pension plans

You took the decision to move to the US to improve your life in the present. However, its vital that you are able to maintain this improved lifestyle throughout retirement.

In recent years, the UK Government has made more changes to the private pension system than a Premier League Chairman. Some good, some not so good. Find out how you can benefit from the changes.


By reviewing existing private pension & retirement plans, many UK expats find freedom from UK pension rules, and also;

  • 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.

Download your FREE Retirement Review E-guide now and find out:

  • Why you could still be deemed a UK domicile, even after living abroad for some years
  • What the LTA (Lifetime Allowance) is, and how you can protect against it
  • What is a self invested personal pension (sipp) plans
  • The tax increase on your UK property
  • What the QROPS bombshell means for you
  • The benefits of investing in a tax efficient ‘wrapper’


From our office in the heart of Miami’s main financial district

GWM USA’s team of qualified and experienced financial planning experts provide independent and regulated advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have first-hand knowledge of how to use your international status to successfully achieve your investment goals.

Get the facts from the expat experts, download your FREE
Retirement Review 2019 e-guide NOW


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).

SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.

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© 2017 Guardian Wealth Management