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

Breakfast Workshop 15th March

Limited spaces for our event in Newlands. Please download invitation...

Read more

Breakfast Workshop 17th March

Limited spaces for our event in Sandton. Please download invitation...

Read more

Bulletin: Davis Tax Committee – Estate Duty Report Hypothesis

For Use by Financial Advisers Only The Davis Tax Committee published their report on how…...

Read more

Don't let CRS get you down...

With the introduction of Common Reporting Standards (CRS) this January which follows on from the…...

Read more
View more news