QROPS Advantages

Financial Strength - A joint venture between two of the world’s largest institutions in their fields.

Investment Freedom - PANTHERA believe in offering genuine 'open architecture’ on investments.

Asset Protection – Membership provides the opportunity for tax efficient retirement planning and asset protection. All assets are held in trust, accounts are ring-fenced and are not mixed with those of any other members.

Value – a simple, transparent and competitive fee structure on all schemes.

Fund size limits – There are no limitations on the fund size transferable to a QROPS.*

Taxation

  • Tax Free Roll-Up within the fund (the pension’s growth is not taxed).
  • Tax payable on QROPS distribution is dependent on the QROPS jurisdiction and the Member’s country of tax residency.

All Nationalities - Open to all nationalities who are leaving or have already left the UK with accrued UK pensions.

* Exiting a UK scheme is a benefit crystallisation event and subject to a (taxation) test against Lifetime allowance.

Useful Links


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