We have been helping to bring pension fund investments to Canada since 2001. The one constant is change – on both sides of the pond. The rules on taxation, transferability and eligibility are altered frequently. There is currently a window of opportunity for tax-effective transfers of pension monies.
Not all pensions are eligible for tax free transfer and there are some age restrictions. We will work with you to review your pension plans, determine your eligibility, understand the possibilities and explore options. We can then introduce you to one or more financial advisors to find the best fit for you and your family.
If appropriate, we will engage experts on both sides of the Atlantic so that you are fully informed and protected.
We have the goal of providing you with the prospects of a better retirement. The solution often involves a tax free transfer to a special Registered Retirement Saving Plan (RRSP) which is also a Qualifying Recognized Overseas Pension Scheme (QROPS).