Alconbury Trust has a 20-year history of accomplishing successful and efficient transfers of pension funds. Having this experience is benficial in helping you with the documentation, inquiries on your behalf, and finalization of your transfer. When partnered with us, you can rest assured the consultation with you, our recommendations to you, and the plans implemented for you will best serve your interests now and in the future.
Depending upon your risk tolerance, we will help direct you to a variety of investment strategies. You will enjoy both the option of investing and drawing down your pension in USD or GBP, and all the UK pension flexibilities implemented by the UK government. You will be able to take a cash lump sum 25% distribution which is completely free of UK & US taxes. You will have options in the way death benefits are paid to your beneficiaries; your pension thus becomes a valuable wealth transfer vehicle passed to future generations.
Alconbury Trust is totally independant and offers unbiased financial advice. As a Fiduciary we remove any potential conflict of interest (or at least disclose them) and put our client’s needs first. Our commitment to you is full disclosure, full transparency, and conflict-free advice in every aspect of our business. Contact us for a Free Pension Analysis and Review.