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

Services provided by Overseas Trust and Pension, including the payment of pension benefits, are largely unaffected by the Coronavirus (COVID-19). Risk mitigation measures have been implemented which will result in the majority of our staff working remotely by secure systems. During this time, our preferred method of communication is email, however, our phone system will continue to operate and we ask that this is used as a last resort to lower the impact on the system.

Our email addresses for Enquiries, Dealings and Applications can be found in the adjacent box.

Thank you for bearing with us.

 

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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