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Working with U.S. connected persons and assets ?

How to generate revenue for clients that you have
previously been unable to service.


Webinar Dates & Time
30 APRIL 2020
08:00 BST / 10:00 KSA / 15:00 HKT

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How we can help you help your clients

Featured Solution

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Universal Access Plan

Beacon Global

  • This is a contract and NOT a trust-based pension scheme
  • Investment Flexibility which may include a full range of asset classes
  • Investments in the scheme are not classed as PFICS by the IRS
  • US/UK Allowances and Annual Allowance limits do not apply
  • No limit on contributions
  • Assets held within the US Plan grow tax efficient manner
  • UK s58 (1) (d) IHTA Compliant as such settled property is not deemed ‘relevant property’ for IHT purposes
  • UA Plan proceeds paid out gross
  • Provision of residual accumulated funds to your dependents on your death
  • Flexible options at retirement
  • Access to professional investment management and holistic retirement planning services
  • Simple tax reporting as not a trust based Plan
  • Assets contributed to the UA Plan remain separated from Pensioneer
  • Loans are permitted up to a maximum of 30% of the value of the UA Plan, tax advice should be sought before taking this option
  • PCLS of up to 30% on retirement
  • No requirement for probate on death of the member
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