Synergi Switzerland

Maximise Your Wealth in Switzerland

Download your free guide to Maximising Your Wealth in Switzerland. It explains:

Swiss Tax System
Income Tax
Wealth Tax
Capital Gains Tax
Double Tax Treaty
Inheritance Tax

Maximise Your Wealth Download

QROPS vs International SIPPs

 
  • SIPPs – Self-Invested Personal Pensions
  • QROPS – Qualifying Recognised Overseas Pension Schemes

It can be hard to understand your international pension benefits. Not to mention legislative changes creating both opportunities and threats to your existing pensions.

A SIPP is a UK-based private pension that offers more flexibility, transparency, and functionality. It is a UK-based plan and will continue to provide the same benefits and drawbacks as UK legislation, regardless of whether you live in the UK or abroad.

A QROPs is an international pension plan recognised by HMRC. It is authorised to accept transfers from UK pension plans. It does not need to report to HMRC during its first ten years. Also, it is not subject to any continuing UK pensions legislation. This allows it to adapt to your changing tax and financial circumstances.

We recognise the dangers of generic advice. Your future is unique and personal to you. There will be reasons why one option may be better for you. We can discuss why and what the implications are in your particular situation.

Expat Pensions with Synergi Europe

Synergi Europe is your trusted partner when it comes to securing your financial future as an expatriate. As a fee-based financial advisory firm, we specialise in providing independent and personalised financial advice to our clients residing in the EU. With our team of fully qualified advisers who possess extensive experience in the financial services sector, we understand the unique challenges and opportunities that expatriates face. 

Our expertise lies in wealth creation, wealth management, and pension and retirement planning, making us well-equipped to guide you towards a prosperous and worry-free future. As a fully regulated company, we ensure compliance and transparency, and we collaborate with renowned product providers, giving you access to a comprehensive range of client solutions. Trust Synergi Europe to navigate the complexities of expat pensions and secure your financial well-being.

Synergi's advice has always been to the point, well researched and timely, they keep a close eye on the market, new products, new regulations. I particularly appreciate the regular reviews and access to the investment team managing my portfolio.

Jeff S

Client since 2023

I have been a client of Synergi for over 10 years, and have been always impressed by how professional, knowledgeable and attentive Hugh and his team are.

John C

Client since 2010

Hugh and his team always keep a close eye on my investments, give me regular updates and are always available if I need additional advice or have any questions. A very personable and highly professional team!

Liz E

Client since 2015