Making good decisions about your future
For some of you retirement will be a long way off, and for others it might be too close for comfort. Whatever your situation, now is a good time to review your financial plan and possibly adjust it to create a portfolio that is more likely to meet your needs.
As an expatriate, recent UK legislation has been introduced to give you significant advantage over your UK-based peers, but many people remain locked-in to plans and policies that do not make full use of these allowances
Imperius Asset Management works alongside international pensions specialist to provide personalised Pension Transfer Reports to gauge the viability of each transfer into a QROPS or QNUPS, as well as offering a range of QROPS and QNUPS solutions to meet each and ever clients’ retirement planning needs.
Building up capital
Not everyone has a large sum of money waiting to form the basis of a wealth management plan, but that doesn’t mean that planning should be avoided. Accumulation of wealth has to begin somewhere, and in our experience the sooner money is set aside for investment the better. It’s surprising how quickly the regular contributions swell the capital amount, especially when deposited into a tax efficient savings plan.
Working with you to calculate a sensible amount to contribute to your plan, we will establish a sustainable savings regime that you can increase in the future should more spare cash become available.
You set the timetable of events that you predict will require you to dip into your savings pot, and we will help you set up the plan to achieve your goals.