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What are the important benefits of a QROPS transfer?

  • Tax efficiency
  • 1. Income from Pension and distribution will not be under UK tax legislation. UK income tax is up to 40% and death tax at up to 55%.
    2. No capital gains tax on investments
  • Ability to manage multiple pension schemes into a single pension scheme for easy management
    1. Freedom of investment choice
    2. Access to global funds, wider asset classes and diversified strategies with potentially higher investment returns
    3. No requirement to buy an annuity
  • Flexibilty of investment with a range of investment options available with limited restrictions
  • Inheritance tax free
  • Multiple currency for investments
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