| Services | |||||
|
Savings and Investment Pensions General Savings and Investment Apart from the normal savings schemes available to international clients, IPA Ltd, provide high quality Investment proposals for individual investors, ranging from very safe and secure funds, through to more volatile investments with the potential of much higher than average returns. These volatile investments should not be considered if you are a cautious investor, or if you might need to cash them in at short notice. It is very important to IPA Ltd that we identify the client’s individual risk/reward profile and build a portfolio of funds to match this. Mainly for enhancing your retirement programme at normal retirement age, or perhaps to plan for early retirement. You can save either through a lump sum investment or by regular periodic payments. Please tell us your specific goals and the capital or regular amounts you currently have available to invest, this will help us to determine which investment product is best for you. If you have a particular savings target such as your child's college education, the purchase of a home, establishing your own business or any other major capital expenditure, we can recommend a range of products best suited to your needs. We will help you choose the best one to meet your goals. Return to top of the page Pension Planning IPA Ltd specialise in all aspects of Pension planning, Individual plans Self Invested Personal Pensions (SIPP) Corporate/Group schemes, Small Self Administered Schemes (SSAS) Provident funds International Pension Trusts. Individual Plans IPA Ltd help clients with the calculations of how much they should be putting aside for their pensions, we also help with the selection of the most suitable Company and ongoing fund selection for their personal needs With all the adverse publicity about insufficient pension provisions and the weakness of the UK state pension scheme, it is imperative that you have the right programme to ensure that you are able to enjoy a financially secure retirement. Let IPA Ltd. help you choose a pension plan to secure your retirement income. With all the adverse publicity about insufficient pension provisions and the weakness of the UK state pension scheme, it is imperative that you have the right programme to ensure that you are able to enjoy a financially secure retirement. If you have an old UK Company Pension that you are no longer contributing to. You could not only dramatically increase the yield on such a scheme, but also have control, no longer relying on unknown pension trustees to affect the final outcome. We specialize in tracking and researching these previous employment schemes and explaining the best options for our clients. Past Company Pension Schemes IPA Ltd also provides a Pension tracking service, for those previous company schemes that may have been forgotten or untracked for a number of years. Small Self Administered Scheme (SSAS) IPA Ltd are specialists in setting up SSASs For limited companies, it is a way that you and your fellow directors can have your cake and eat it. SSASs allow you to take complete control of your business pension schemes investments, instead of sitting on the sidelines and letting someone else do the job. The decision many people face is whether to make realistic contributions to a pension arrangement to support their standard of living in retirement, or to reinvest capital into their business. Self Invested Personal Pension (SIPP) IPA Ltd is very experienced in the implementation of SIPPs which have been developed for the Self Employed, Controlling Directors and those individuals wishing to maximise Pension drawdown facilities at retirement age. The decision many people face is whether to make realistic contributions to a pension arrangement to support their standard of living in retirement, or to reinvest capital into their business. International Pension Trusts IPA Ltd In conjunction with a Guernsey Regulated Brokerage and Close Pension Services (part of Close Private Banking) are able to facilitate the implementation of an IPT. This will offer major benefits against Capital Gains Tax, Income Tax on retirement income and both UK and European Inheritance Tax. Return to top of the page General IPA Ltd has a special life product for American citizens, living and or working abroad. This is fully approved by the IRS and is run through one of the leading United States insurance houses. IPA Ltd has recently launched a plan to help alleviate a large proportion of the very high Spanish Inheritance tax. This is a service that anyone owning property in Spain, whether Resident or not, should seriously consider exploring. IPA Ltd is dedicated to serving your investment needs. While we pride ourselves on our online connectivity, there is nothing that can replace a real connection with your financial advisor. IPA Ltd also works very closely with professionals in the legal and accounting professions, ensuring that the information given to the clients is the best and most up to date available at the time. IPA Ltd is the bespoke tailor of international financial services; we identify our clients profile and requirements and then adapt whichever UK or International Company’s product will satisfy these needs. Return to top of the page | ||||
| |||||||||||||
|
|
|||||||||||||
| |||||||||||||
