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Guide to Essential Money Tools
Expat Money Tools
The unrivalled benefits from international retirement planning
Close Private Bank
The importance of portability, security and flexibility is critical in financial services especially if you live outside of your home country with the possibility of returning or if you have the potential to move from one country to the next.
Close Private Bank Group is the leading provider of wealth management solutions to facilitate mobility, provide tax efficiency and still ensure that you, the client, retain control of your monies without any access restrictions, redemption penalties or onerous costs. These points are referring to Close Opes, our award-winning international retirement and saving solutions. With a minimum annual contribution of £6000 Close Opes offers a full range of investment programmes ($, £ & Ä) from cautious to growth, inclusive of an absolute return investment strategy or managed cash for the very risk adverse.
Other key benefits, not available through any similar product include:
- no cap on your contributions.
- no penalties to stop, restart or amend your contributions.
- interchangeable benefit options including lump sum withdrawals, life or annuity certain options.
- plan subdivision for enhanced tax efficiency.
- pre-approved loan or credit facilities.
- international portability.
- tax benefits on growth and income.
- sophisticated estate planning options.
- access via a gold VISA card.
- return of unused annuity capital to the plan or your beneficiaries.
Opes offers a life time planning structure that can change as your needs change without lock-ins or penalties and, should your planning require it, provide easy exit. Interested clients should consult their financial adviser or contact Close who will be able to direct you to an adviser in your area.