Alex Paul
- Setting-up superannuation plans in Australia that satisfy the stringent Qualifying Recognised Overseas Pension (QROPS) requirements, allowing tax efficient and cost-effective transfer of UK pension funds to Australia.
- Releasing "stranded assets": including pension funds, endowments and other UK based savings.
- Managing the transfer and investment of funds from the UK and combining with Australian investment assets.
- Managing what you have left behind: if you have assets back in UK that you want to leave there, we can manage them for you through our UK regulated company.
- Replacing UK Life insurance: if you continue to pay for UK based life insurance it may be subject to tax in the UK and Australia; we can replace this cost effectively with a tax qualified Australian plan.
- Favourable FX currency services through our relationship with Investec bank.
- Domestic superannuation, investment, critical illness insurance and healthcare advice.
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Alex Paul
