It is often difficult to plan where and when one will retire, hence the flexibility and availability of pension assets are crucial. The best solution is to have retirement plans that are geographically portable, so that they are not affected as you move to different places in the world. Offshore pension plans are the answer to that. This would provide at the same time tax-free growth throughout the years.

If you are planning to stay and live in Switzerland for an extended period of time, or you are an expat; a Self-Invested Pension Plan called SIPP can provide a valuable alternative to your frozen pensions (pensions held in another country). 

This also has other advantages such as: no tax obligation, no inheritance tax liability, no need to purchase an annuity, great investment flexibility, no minimum transfer threshold and last but not least consolidation of several frozen pensions into one, in order to have the full control on all your different pensions. The process is quite simple but time-consuming. We assist you through the whole process and provide you with the related authorities’ paper work, official reports and confirmed trustee arrangements as well as the final portfolio set up. Any questions? Get in touch with us.