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

Due to the second wave of the Coronavirus (COVID-19) pandemic, Overseas Trust and Pension is operating on a split office model. This means that certain staff are remote working via secure systems.

Whilst we are endeavouring to meet our existing service standards there may be instances where delays occur, and we ask that you bear with us if you should experience delays.

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.

We would like to thank Advisers and Clients for their patience as we continue to navigate through the ongoing pandemic.

 

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.

Overseas latest news & articles

Case Study: Trusts and the Rise of Retirement Plans

Harry Oosthuizen is resident in South Africa and is approaching retirement. He established a foreign…...

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Fee Schedules for 2021 are now avaiable

Our ACCESS, ADVANCED and ADVANCED PLUS Fee Schedules for 2021 are now on our website.…...

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We have updated our 2020 Tax Changes Microsite

With the 2020 tax changes now in place and the growing demand for expatriates to…...

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New Processes: Digital Signatures and Video Certification

Even though the Coronavirus has impacted the lives of many, we have tried to create…...

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