Overseas Trust and Pension

We make it possible for clients to protect, preserve and enhance their family's wealth

Overseas Trust and Pension

OPES South Africa is a flexible, tax efficient retirement plan designed for South African Tax residents

Overseas Trust and Pension

OPES Spain is tailored for Spanish Tax residents to consolidate their wealth in a secure and flexible environment

Overseas Trust and Pension

IBIS QROPS is intended for individuals who want to transfer their UK pension

Overseas Trust and Pension

Modern International financial products for trust, pension and retirement provision

Overseas Trust and Pension

In an ever changing world we believe that everyone has the right to a safe haven to protect and preserve their family’s financial future.

Overseas Trust and Pension provides this reassurance through its range of innovative, international financial products covering; pensions, trusts and retirement plans.

We work alongside your financial adviser to ensure that your long-term outlook is secure.

Overseas latest news & articles

Don't miss out... Connect... with your Clients!

We are delighted to let you have a preview of our inagural client newsletter "Connect."…...

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Future Projections.. and there's no crystal ball in sight!

Announcing the launch of our new financial illustration service. Download the full May Newsletter (PDF)...

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Limited time offer..!!

Overseas Trust and Pension - International Retirement Forum 2015  Double Qualification Points! Download the full…...

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KB Elite Multi Asset Funds - Quarterly Update Q4 2014

Download the KB Elite Multi Asset funds quarterly updates for Q4 2014: KB Elite Multi Asset…...

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