International & Domestic Pension Advice

Whether seeking advice on existing company or personal pensions, or wishing to understand options with a dormant pension left in another jurisdiction, AWM is expertly positioned to assist. We Make sure that our clients’ pension accrual is actively managed, as well as ensuring that it remains in the most appropriate tax position; often the most important action in their financial planning journey.

Pensions are at best an extremely complicated area. Many of our clients are unaware of their options with regard to their historic pensions, as well as having a limited understanding of their current schemes. Critical areas such as access, repatriation considerations, inheritance tax planning and currency requirements all play a part in deciding the best course of action. At AWM we take time to understand each clients’ circumstances and advise on the many options that are available.

We have strategic relationships with the market leaders in QROPS, QNUPS and SIPPS, as well as working with providers in Switzerland who offer solutions within the domestic Pillar system. For more complex cases we have industry experts with over 30 years of pension experience to call upon in order to dispense the absolute best advice at all times.

With ever changing policies, both domestically and internationally, it is crucial that clients take time to understand their options and execute what is in the best interests of themselves and their family.