US International Retirement Plan

Tax Efficient International Pension Solution for American Expats

• ZERO US TAX on growth generated within the pension

• No upper limits on contribution levels

• Tax efficient retirement benefits can be taken from age 50

• Initial lump sum of up to 30%

• Annual accounting statement produced for member’s US tax filings

• Transparent and cost efficient charging structure

New filing responsibilities under ‘FATCA’ require financial institutions all over the world to report accounts held for US taxpayers back to the US authorities.  This has resulted in many financial institutions no longer willing to establish new, or maintain existing, accounts for American taxpayers.

Whilst it is possible for non-resident Americans to fund domestic US pensions, there are various restrictions in place with regard to employment status and annual funding limits.  The US IRP is open to any US taxpayer, regardless of employment status, who currently resides outside the US.

Complete the Form Below to Find Out More About the US IRP and Get a Free Consultation