Specialized in Global Expat Pensions
We provide high quality pension consultancy for expats. We translate complex issues into simple solutions. For each retirement plan. Thus to create the highest value for our expat clients. As we have done for 20 years on 5 continents.
Corporate International Projects
Besides our services to Expats, we also provide complete services to Companies with international pension issues. Which is often merger related. We are used to see to complete optimization. If required we hire local specialists ourselves.
Expat Consultancy Services
We provide advice which ranges from smaller matters to complete international plannings and implementation. All at the same quality level. Our client can choose between the efficient or perfect approach.
International Financial Planning
For Directors with spread pension claims, investments, real estate and assets, we provide global financial planning and optimization. Thus we provide the required knowledge and global oversight and coordination. At the highest standards.
Expat International Tax
Pensions are often a gross entity. Which makes tax relevant. We always first focus on minimizing tax exposure in residential and source country. Amazing to see how often international tax aspects have not been taken into account.
Expat National Tax
Minimizing the national tax exposure starts with using all national available tax benefits. In several countries this can be implemented with a back service effect. Which is too often not used. Even though its effect can be very substantial.
Expat Social Security Coverage
Pension coverage has connections with governmental social security coverage. Both regarding coverage for inhabitants as for employees. Therefore we can also advise you about optimizing your expat social security coverage.
Expat Pension Age Related
Each age group has its own specific pension related issues. We will now specify several of those aspects for three different age groups: Age 25-34/Age 35-55/As of age 56. Please click here for details.
Highest Market Segment
We service the highest segment of the international market. We are aware of the related expectations. And we are known to provide more.
Quality As Core Value
We have just one core value: Quality. We are passionate about it. It inspires us each day to keep improving our services. As our valued clients deserve and expect.
UK/Offshore QROPS Specialization
We are experienced and specialized in pension optimization of UK Pensions Claims and QROPS Offshore Pensions. Each require thorough analyses before decisions are made.
Due to requests from expats and companies, we organize international meetings for consultations in for example Amsterdam, Berlin, Dubai, Génève, London, Paris and Zürich.
Boutique Firm: Personal & Highly Protective
We are not one of the big firms. We know our clients personally and value their trust. As their long-term trusted advisor, we are highly protective of their interests. Thus we offer extensive aftercare and respond within one day to questions.
Boutique Firm: Reviews
We highly value our client’s opinion of our firm and services. We feel fortunate and proud to be able to include their 5 star reviews on our site. A great inspiration to always try to improve our services.
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