UK
US
PACK YOUR PORTFOLIO
Retire abroad with a plan for the years ahead.
A fulfilling retirement needs more than a lower cost of living. Connect your pension income, investments, healthcare and the life you want to lead.
RETIREMENT ABROAD
A conversation built
around your plans.
Tell an International Wealth Planner what you want to achieve. Start with the initial financial criteria, then request a personal consultation.
Plan my retirement abroad ↗US$1.5m+ investable wealth or US$50k+ monthly income.
01
A sustainable retirement income
Compare pension taxation, income currencies, withdrawal needs and the impact of inflation on your household.
02
A place that works throughout retirement
Look at healthcare, accessibility, community and practical support, including what may change later in life.
03
A plan for both partners
Review survivor income, beneficiaries, inheritance arrangements and the option of returning home.
PREPARE FOR YOUR CONVERSATION
Your retirement, in perspective.
- Pension types, expected income and retirement dates
- Investments and reserves available for retirement
- Healthcare needs and preferred lifestyle
- Partner, family and inheritance priorities