QROPS Spain -Transfer wealth to your heirs and avoid a 55% tax charge!

Fiduciary Wealth Team

Benjamin Franklin said the only two certainties in life are death and taxes. Well we can't do anything about the first but if you have moved away from the UK or are planning to do so then we can certainly make sure your beneficiaries don't suffer a 55% tax charge on the lump sum available from your UK pension fund. This tax charge applies if you were to die having already drawn down your tax free lump sum from your UK pension arrangement.

Would you like your beneficiaries to lose over half of the remaining pension fund when there is a simple alternative? Want to find out how with proper financial planning Spain a QROPS arrangement can preserve you or your clients’ wealth and ensure it is transferred to your heirs in a tax efficient manner?

For QROPS advice give us a call us on Tel: +350 200 50982 or email