Partners for growth in serving expats around the globe
Global Economy. Global Mobility. Global Solutions
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
Foreign Nationals with U.S. 401k
Americans living overseas with assets in the U.S.
Americans living overseas with assets outside the U.S.
British expats domiciled in the U.S. with Pension Transfer/SIPP questions
Featured Solution
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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