Why A Financial Adviser is Vital for QROPS Advice
22.11.2011

If you currently hold a UK pension (excluding the state pension), and you’re living abroad or are planning to become an expat in the near future, you may well be considering transferring your UK pension into a QROPS. A QROPS , or Qualifying Recognised Overseas Pension Scheme, can be a great way of making more out of your pension pot while also receiving tax benefits that you would be unable to take advantage of with a UK pension. If you’re in this position, then you may have been looking around online to find out what you can about QROPS and their various benefits.

While there’s certainly nothing wrong with this – after all, it’s always important to do research on any financial planning matter in order to give yourself an idea of the product and the process of purchasing – it’s still vital to consolidate this knowledge by speaking to a financial adviser. A financial adviser who has experience in QROPS will have a much deeper knowledge than can be found on the Internet, and will be able to answer any specific questions you may have regarding your own situation and how you personally may benefit from a QROPS.

A GWM Financial Adviser – Your Personal QROPS Expert

Guardian Wealth Management is a leading QROPS advice firms, with financial advisers working from a wide variety of international locations. Because we have financial advisers across the world, Guardian Wealth Management is well placed to offer QROPS advice to expats in most jurisdictions. It’s important to use a financial adviser who has specific knowledge of the QROPS market, as both the pension fund you currently hold and the QROPS all have  their own rules and structure, therefore different QROPS will be more appropriate for certain circumstances.

Our financial advisers have been helping expats to source the best QROPS for many years, and as a result of this have built a thorough knowledge of the different QROPS products on the market place and their suitability for different types of clients. While doing your own research is useful, you may not be able to undertake a proper comparison between different QROPS, or find out whether the country your potential QROPS is sourced from allows you, in your country of residence, to purchase that particular product. There are also other considerations that a financial adviser can help to talk you through, such as inheritance matters and tax free, lump sum withdrawals.

Why Not Download Our FREE QROPS Advice Guide?

Our financial advisers are always ready to help talk you through the different QROPS available and how their individual rules will affect your tax circumstances and investment options. What’s more, all of our financial adviser’s QROPS advice is free and comes with no obligation to purchase. So if you’re considering a QROPS and need a little help to get a good overview of the market and a more solid understanding of this financial product, why not contact a financial adviser  here at Guardian Wealth Management today?

Our website is also a good source of information and QROPS advice, so why not visit our dedicated QROPS page  – or even better, download your free copy of our QROPS advice guide  now.