Passport For Wealth

A Global Pension Solution

For UK Residents & Non-UK Residents

Working Overseas

'Passport' is for the internationally mobile. As an HMRC recognised pension it provides a legitimate and cost effective benefits solution that provides a variety of tax advantages, including:

Employee Benefits:

Contributions reduce the employee’s tax in their country of residence

Reduced social security costs for the employee

Generous contributions are permitted by the Pension Schemes Office

Employees can make contributions

The fund does not count towards the member’s lifetime limit

Assets grow free from both income & capital gains taxes

A minimum retirement age of 55, or earlier if leaving service

Wealth protection

Inheritance tax-free

On returning to the UK members can:

Take benefits as a 100% tax free lump sum, including UK residents

Leave the fund to grow tax-free and take tax-free withdrawals of capital

Employer Benefits:

Employer’s contributions are deductible against UK corporation tax

Social security costs in the member’s country of residence are reduced

US citizens & individuals working in the US are not eligible for the pension scheme

Home Page

Eligibility & Examples

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France

Employer Benefits

Employee Benefits

Revenue Approved