Retirement income, planned across two systems.
People with pensions in one country who plan to retire in the other, or who are not sure which pension to draw first.
Summary of terms
Note 2.5
Fees from
From €1,500 / £1,300 per plan
Timing
A plan within six weeks
For
People planning retirement in either country
Led by
Thomas Ferris
Fees are fixed in writing before we start. Excl. VAT.
A list of every pension and what it pays
The tax on drawing each one, in each country
Transfers reviewed, never pushed
A drawing plan year by year
A yearly check as rules change
Review
We gather your pensions and work out what each one pays and how it is taxed.
Plan
We set out the order in which to draw them, year by year.
