Explaining your pension options
In helping you to achieve your retirement ambitions Montagu Mayer are focused on achieving your pension goals – strengthening your pension funds and maximising the income you enjoy in retirement.
Our dedicated service
As an expatriate you’ll understand more than anyone else that you can’t simply depend on an employer or the government to provide sufficient funds to meet your retirement needs.
Montagu Mayer will help you with every decision you have to make when building your pension fund and structuring your investments to maximise your retirement income for life.
We help you achieve your retirement ambitions
As you near retirement, adjustments to the way your money is invested may be essential.
When you retire, our focus shifts to ensuring you maximise the income you can enjoy, and that you secure your assets for your lifetime and for your beneficiaries.
Achieve your goals for retirement in 3 simple steps
- We will assess any current pension or savings plans you may have for FREE.
- Assess your retirement and future goals, plans and ambitions.
- Combine your financial position to your future and financial ambitions.
About The Options For Any UK Pensions You May Already Have
Frozen Pensions
QROPS
International SIPP
We will clarify whether an Overseas SIPP is a suitable vehicle for you, as it can prove to be a very cost effective form of pension management.
Pension Transfer
We deliver best advice and ensure any transfer is appropriate for the client, as well as compliant with HM Revenue and Customs’ regulations and requirements.
Structured correctly the tax advantages and protection from IHT can be very beneficial.
Post Retirement Investment and Income Advice
We will structure your estate to be as tax efficient as possible, and suitably positioned to meet any inheritance tax liabilities you or your family may need to consider.
Retirement Income Planning
With our help, when you retire, your assets will be correctly structured to deliver you the income you desire in the most tax efficient way possible.
The focus of Montagu Mayer is you; the services we offer, the way we work down to the smallest detail are aimed at helping you empower your money to enjoy life and provide the future you and your loved ones dream of.
All advice is fully regulated with clear, transparent charging structures, full commission disclosure and a variety of Service Level Agreements to suit your budget.
And of course, all of that is backed up by complete regulation everywhere we operate, giving you a total Montagu Mayer experience wherever you choose to move to.
Please click on ‘Become a Client’ at the bottom of the page and complete the enquiry form and we will normally contact you within the same working day during business hours or if you would prefer us to contact you outside normal business hours then please advise and we will quite happily do so. Alternatively you can email us with details about your requirements to info@IFA-Global.com
