Asset Management and Pension Advice for an overseas US taxpayer

Pierre is a French National with a US Greencard who resides in the UK. He has acquired a number of UK pension plans, which he would like to consolidate into one single pension plan for simplicity and transparency. He ultimately plans to settle in the US with his American wife, once his career as a hedge fund manager in London ends.

Vie International provides an analysis of the UK plans to determine if Pierre should keep any of the pensions in the UK or transfer to an offshore pension plan in a jurisdiction that has a double tax treaty with the US. Pierre favours moving the plans offshore due to the benefits of tax-free withdrawals and plan growth without attracting adverse tax consequences.

Vie International is able to offer Pierre investment portfolio solutions for his offshore pension plan, with custody at a major international bank and investment research and portfolio design in the currency of his choice.

Case study results are for illustrative/informational purposes only and may not reflect the typical purchaser's (client’s) experience and are not intended to represent or guarantee that anyone will achieve the same or similar results.