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Empower Your Retirement Journey: Seamless Pension Transfers Designed to Maximise Your Benefits and Ensure a Comfortable Future
Pension transfers can be a complex and important decision in your retirement planning journey. At Earston, we offer expert guidance and comprehensive services to assist you with pension transfers, ensuring that you make informed decisions that align with your financial goals and maximise your retirement benefits.
Our team of experts conducts a thorough analysis of your existing pension plans, including defined contribution (DC) schemes, defined benefit (DB) schemes, and personal pensions. We assess factors such as fund performance, fees, investment options, and retirement income projections to evaluate the suitability of a pension transfer.
We evaluate whether a pension transfer is suitable for your specific circumstances, taking into account factors such as your risk tolerance, investment goals, time horizon, and retirement objectives. Our assessment considers the potential benefits and drawbacks of transferring your pension, ensuring that the decision is in your best interest.
If a pension transfer is deemed suitable, we provide a comprehensive comparison of potential pension schemes. Our team assesses the features, benefits, costs, and investment options of various schemes available to you, helping you make an informed decision about the most appropriate destination for your pension transfer.
We ensure that the investment strategy of the chosen pension scheme aligns with your risk tolerance, investment objectives, and retirement goals. Our team conducts in-depth research and analysis of the investment options within the scheme, considering factors such as performance, asset allocation, and diversification to maximise the potential for growth and income in your pension fund.
At Earston, we specialise in assisting individuals with pension transfers between the United Kingdom (UK) and Ireland and other EU jurisdictions. Transferring pensions across borders can offer various benefits, including consolidation, improved investment options, tax efficiency, and greater flexibility. Our experienced team can guide you through the process, ensuring compliance with regulations and helping you make informed decisions.
If you have a UK pension and are considering transferring it to Ireland/EU, we provide expert advice and support. Our team will assess the suitability of the transfer, taking into account factors such as your retirement objectives, investment options, and tax implications. We ensure compliance with HM Revenue & Customs (HMRC) regulations, including the Qualifying Recognised Overseas Pension Scheme (QROPS) requirements.
If you have an Irish pension and wish to transfer it to the EU, we assist with navigating the complexities of the transfer process. We evaluate the feasibility of the transfer, considering factors such as your retirement goals, investment preferences, and tax implications. We ensure compliance with the regulations of the Revenue Commissioners in Ireland.
Our team conducts a comprehensive assessment of your existing pension scheme to determine its suitability for transfer. We evaluate factors such as fund performance, fees, investment options, and benefits to help you make an informed decision about whether a transfer is advantageous for your individual circumstances.
Tax implications are a crucial aspect of pension transfers. We analyse the tax implications in both the UK and Ireland, including potential tax charges, relief eligibility, and any double taxation agreements. Our tax professionals provide guidance on tax-efficient strategies to optimise your pension transfer and minimise potential tax liabilities.
We ensure that the pension transfer process complies with all relevant regulatory requirements and documentation. Our team assists with the necessary paperwork, including transfer requests, tax reporting, and compliance with pension scheme rules, ensuring a smooth and compliant transfer process.
If you decide to proceed with the transfer, we help you explore investment options in the destination pension scheme. We consider factors such as your risk tolerance, investment goals, and retirement objectives when recommending suitable investment strategies for your transferred pension funds.
Following the pension transfer, we provide ongoing management and monitoring of your pension investments. We conduct regular reviews, track performance, and make adjustments as needed to ensure your pension remains aligned with your retirement objectives, regardless of your country of residence.
We understand that pension transfers are often part of broader retirement planning. We offer comprehensive retirement planning services tailored to your individual circumstances, taking into account your overall financial goals, retirement objectives, and aspirations.
We are an Investment Advisory firm specialising in providing informed financial advice to Corporate and Private Clients throughout the EU and EEA.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
An International Wealth Management Company Built Upon That, Which Is Most
Precious To You. The Desire For Freedom & Benefit.
The biggest investment we make
isn’t into a single stock or share, it’s our commitment to helping you realise the future you
deserve .
Earston is a company registered in Ireland under company number 409154, with its trading office located at 1GQ, George's Quay, Dublin 2, D02 R274, Ireland.
