International Personal Pension Plan
Are you looking for an international pension plan in a Jersey trust?
This individual pension plan allows you to save tax-efficiently in a Jersey trust and aims to give you financial security when you retire. Jersey is one of the world’s most respected and highly regulated offshore finance centers.
Is this for you?
This plan is aimed at South African residents only who are advised by an approved local adviser.
You can save offshore through your personal allowance or existing offshore funds
Have a minimum of $50,000 to invest and have received tailored advice before establishing the plan.
Benefits
- The plan enables South African residents to save offshore tax efficiently for retirement
- Accumulate assets in an offshore trust in US dollars
- From age 50, you can take your pension savings either as a lump sum or as ongoing income
- Payments to beneficiaries do not form part of your estate