UK Pension Transfers to Australia - Defined Benefit Pensions | QROPS Transfer

Specialists In Large Transfer Values

Dave Gooding, ex Management Consultant from a Top Tier consultancy firm, understood that getting specialist advice on his own UK pension transfer could potentially save him significant $$$ by ensuring tax optimisation and Lifetime Allowance considerations were reviewed. Large Transfers include those greater than the current NCC Cap (Non Concessional Contribution Cap).  Learn More

Why Clients Trust Us with their Money

"The reason I chose Sterling Planners was because of their experience with UK Pension Transfers... mainly because it was such a complicated process... with lots of paperwork and rules and regulations to wade through... I did try a couple of other financial advisers and found that they didn't really know their stuff... and that was very difficult because my money was in a different country... I believe it's important to deal with people who know what they're doing. Brent makes it all so easy... he explains everything very well. It's been over 10 years now and he's still looking after my portfolio and we've become very good friends" - Sue Gleave

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UK Lifetime Allowance Deadline - 5 April 2017 - Large Transfer Values

 

Important News for Large Transfer Values - If the combined values of all your UK pensions (including past benefit crystallisation events such as transferring to QROPS and income drawdown) as at 5 April 2014 was greater than £1.25 million and you did not already have Primary Protection as at that date, you have until 5 April 2017 to apply… Read More.

Investment Update - Did Trump trump Brexit?

 

Sterling Planners Investment Update for Q4 2016 - Did Trump trump Brexit? - click here for more details Read More.