Set Up an International Retirement Account

Set Up an International Retirement Account

International Retirement Accounts

We can set up retirement accounts for individuals, families and corporations worldwide.

We set up offshore retirement accounts for Americans living abroad. Many Americans cannot set up investment accounts once they leave the USA and many brokerages are closing their accounts.

Merrill Lynch, Charles Schwab, Fidelity Investments, Morgan Stanley, and Wells Fargo are all turning away new clients with international addresses. Many have also been sending client termination notices with a concrete deadline of when their accounts and investments will be terminated.

If you already have an existing Interactive Brokers account, we can manage your investments on your behalf. It is as simple as signing a one page form and we can take over as asset managers.

We set up pension plans for expats living abroad. Many expats pay very high fees to set up retirement accounts with life insurance companies. Many of them have very high exit penalties and lock savers into long term contracts. Whilst this may suit some, most international employees want the flexibility of being able to access their retirement acounts when they want and pay in whenever they want.

Energy employees, pharma representatives, sales people, contract workers, teachers, IT professionals and those who work on a commision basis, for example, can all benefit from a more flexibile retirement set up. 

Other Services:

  • International trusts for tax planning, inheritance planning, ring fencing assets, avoiding court seizure
  • Insurance wrappers for tax efficiency
  • We can introduce you to tax attorneys to take care of your tax returns

We can set up retirement accounts for most nationalities. Please click here to see which citizens and residents we accept worldwide


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