Many people living in the US transferred their UK pension into a QROPS (Qualifying Recognised Overseas Pension Scheme) — often in Malta — before 2017, when the rules changed significantly.
If this applies to you, there are three questions worth asking:
- Are you paying more in fees than you should be?
- Is your adviser still licensed to operate in the United States?
- Has your arrangement been reviewed since the 2017 Overseas Transfer Charge was introduced?
We offer a complimentary review of existing QROPS arrangements. No obligation. No sales pitch. Just an honest assessment of whether your current structure is still appropriate.
