Unlock the Full Potential of your UK Pension
Secure your future and ensure you’re making the most of your contributions.
Secure your future and ensure you’re making the most of your contributions.
it’s your ticket to a comfortable, worry-free retirement.
At Valais Wealth Management, we’re committed to ensuring that your UK pension is optimized for the best results possible.
As markets change, so do opportunities and risks. Regular reviews help capture benefits and avoid unnecessary risks.
No two individuals have the same financial journey. Our pension analysis is crafted to suit your unique needs and aspirations.
We pride ourselves on offering transparent, unbiased feedback, ensuring your financial growth remains central to our strategy.
Living in the US can make it challenging to know what UK pension options you have and what will best meet your retirement needs. We can help.
Whether or not a UK pension transfer is right for you will depend on many factors, starting with the type of UK pension(s) you have.
We believe it is important to first review your existing UK Pension(s), understand your personal circumstances and confirm your retirement goals before deciding whether a pension transfer into a new UK personal pension could be beneficial.
In certain cases, a UK pension transfer might not be the right answer. As part of our review, we will let you know.
As you are unable to “roll-over” your UK pension into your US retirement account, we always advise clients to view their UK pension as simply an extra pension pot that can still be an integral part of their overall US retirement strategy.
A UK pension can, in the right type of pension structure, be very flexible and work cohesively with your US retirement assets. It is, however, important to understand your retirement objectives so that your UK pension can be managed in line with those objectives. Example objectives include the ability for you to:
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