Retirement planning

Having a robust retirement plan ensures you have enough money to retire on and won’t need to work beyond your chosen retirement age. Retire with security and flexibility. Belvest aims to make this goal a reality.

Our expertise enables us to assist you create and preserve wealth throughout your working life allowing you to maintain the standard of living you desire throughout your retirement.

International Pensions

Belvest provides advice on creating and maintaining international pension plans for companies and individuals who reside and work outside their home country.

International pension structures provide bespoke solutions to house assets within a single jurisdiction irrespective of company or the individual’s mobility.

They ensure:

  • Asset protection
  • Succession provision
  • Effective and flexible investment strategies
  • Access flexibility
  • Tax efficient accumulation and retirement strategies

Qualifying Recognised Overseas Pension Scheme (QROPS)

SIPPs and QROPS make it easy for UK expatriates who are likely to remain offshore for the rest of their lives to manage their pensions. It allows you to choose your own investments from a large selection.

Effective planning offers potentially significant financial benefits, affording potentially better control over investments, and the timing of retirement benefits.

Belvest has access to multiple SIPPs and QROPS solutions.

International Superannuation and Pension Funds (IS&P)

International Superannuation and Pension (IS&P) funds are simple, flexible, and effective employer-sponsored retirement plans for globally mobile individuals. They are particularly applicable for UK and Australian expatriates wishing to consolidate world-wide assets into a single structure prior to entering a host country.

Assets accumulated within the singular structure mitigates the burden of host country regulations, planning restrictions and taxation. This scheme additionally provides creditor asset protection and excellent estate planning opportunities.

It is suitable for citizens of a particular country planning to return to their home country after a period of time overseas. These schemes are designed to provide for retirement, which may mean that benefits are available at:

  • Retirement age
  • Retiring from gainful employment
  • Ceasing employment with the sponsoring employer
  • Death or permanent disability

Belvest offer solutions and have been advising on employer sponsored retirement planning since 1992.

Mandatory Provident Fund (MPF)

The Mandatory Provident Fund (MPF) contributes an important role towards the retirement security of Hong Kong’s working population. Not only is Hong Kong’s population ageing (28 percent will be over 65 by the year 2039) but people are living longer and looking forward to longer periods in retirement. MPF, with its taxed advantaged contributions, along with your personal investments and insurances, is a vital component of an overall retirement solution. We are licensed by the MPFA and we can help you.

Wherever you are in preparing for retirement, we can help you plan, and keep on track to get there.

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With over 30 years of wealth management experience, we are good at this.

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For over 30 years Belvest has been providing high net worth individuals with holistic balance sheet management.

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