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

SENTINEL International Preservation Fund. Building wealth with a high level of asset protection, significant flexibility and access

Overseas Trust and Pension

Modern International financial products for trust, pension and retirement provision

Coronavirus (COVID-19) Update

As of 31 August 2021

Due to the impact of COVID-19 on staffing levels in our administrative office in South Africa, turnaround times for certain services are being affected.

We expect this to persist for the next two weeks. We would like to thank Clients and Advisers for their understanding as we continue to navigate through the ongoing pandemic.

Please note: Given that the downstream providers such as life companies, investment platforms, banks and fund managers who we work with may be in countries that are still adversely affected by COVID-19, their turnaround times may also be affected.

 

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 long-term outlook is secure.

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