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Pensions
Overview
Pensions are often not considered in offshore financial planning despite their asset worth and the potential flexibility and tax savings to be derived. At Fedelta we do not simply view a pension scheme as a means of providing an annuity for a client and his widow that will cease on their death. We understand the natural desire of clients to preserve the capital value of their pension funds, which they have worked hard to build-up. Using our unrivalled experience in the management and trusteeship of offshore self-administered pension schemes, we can assist clients to achieve these desires, enabling them to ultimately pass on the residual value of their pension funds to their heirs.
For clients who are moving jurisdiction, our expertise in the field of
overseas pension transfers can assist in the export of their pension funds from restrictive high tax jurisdictions to more flexible low tax jurisdictions. All transfers are arranged in compliance with Revenue requirements and, where necessary, with the full approval of Revenue authorities in the transferring and receiving jurisdictions to ensure that funds are transferred without a tax charge. Having a
well regulated but flexible pensions regime, the
Isle of Man is an ideal base from which to offer our specialist pension services.
Fedelta Pensions Limited is Registered with the Isle of Man Insurance and Pensions Authority as a professional Retirement Benefits Schemes Administrator.