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Offshore pension structure

Offshore pension structure option - available to Isle of Man or Jersey residents or international expatriates

If you are resident in the Isle of Man or Jersey, or are an international expatriate, you may wish to hold your self-managed or discretionary managed investments within an approved pension structure. For Isle of Man and Jersey residents, such a structure offers the benefits of tax relief on contributions. International expatriates may not qualify for Isle of Man or Jersey tax relief, but they are able to share in many of the other benefits that include:

  • being able to play an active role in determining the composition of your pension portfolio
  • flexibility of contributions
  • total transparency of assets
  • succession planning where assets can be passed onto whomever you wish in the event of death
  • avoidance of the need for probate
  • an effective means of asset protection
  • flexibility to determine your retirement age
  • No requirement to purchase an annuity.

Should you wish to discuss any of the above services in greater detail, please contact our client services team on +44 (0) 1624 645000.