Pension Transfer Solutions
Expert Pensions Advice (EPA)

EPA are experts on Pension Transfer advice for all types of pensions, including occupational final salary pensions and defined benefit pensions. Their team has over 200 combined years of pension planning experience and they want to share that expertise with you.
Australian Financial Planning
The Wealth Designers

The Wealth Designers want to help all Australians to live their best life, whatever that may be. That's why they offer financial advice for everyone from those getting started, to those with more complexities, and their concierge service for those with significant wealth.

The Wealth Designers. Live Well.
Accountants & Tax Advisers
Cooper Partners

Cooper Partners is a leading firm of taxation specialists and business advisors, providing bespoke taxation services which are solution driven and tailored to meet client needs. Jemma Sanderson, Director, has also been pioneering strategies to transfer benefits from pension schemes in the UK to Australia in a timely and effective manner for ex-patriots that accords with Australian and United Kingdom
requirements and regulation.
International Financial Consultants

At Abacus they are dedicated to helping their international expat clients realise their financial objectives. We work in partnership with them in certain offshore jurisdictions to assist transferring UK Pension monies into Australia.
FX Brokers

TorFX has been providing excellent foreign exchange and international payments for over ten years. Their goal is to connect clients with a uniquely dedicated service and ultra competitive exchange rates whether they chose to trade online or over the telephone. They make connecting currency simple and stress-free, so you can enjoy serious savings and a first-class personal service whatever the size of your transfer.
UK State Pension Advice
Tax Acclaim

Tax Acclaim Ltd can cater for the needs of both non-UK resident and UK resident taxpayers. They can look at basic tax planning to more complex planning issues. With many years of expertise and having worked overseas themselves, they understand the more practical requirements facing their expat clients.

Hear from our happy clients

Get in Touch

"*" indicates required fields