Retirement Planning
Webinar Recap
Podcast
October 25, 2021

Getting To Grips With Your UK & Swiss Pensions

As one of our most popular webinars, it's clear that the challenges of retirement planning is a hot topic with British expats living in Switzerland.

Retirement Planning Is A Challenge, Especially When Dealing With UK & Swiss Pensions

Zoom Webinar
Recording Now Available

As one of our most popular webinars so far this year, it’s clear that this is a topic of great interest to many British expats now living in Switzerland.

Skybound’s Pensions Manager Carla Smart, along with guest speaker Mike McCoy shared a wealth of useful information during their presentation as well as answering many of the questions received on the day.

If you were unable to attend the live event, you can now access a full recording of the webinar by completing the form below.

If you have any further questions or if we didn’t get answer your question during the webinar, you can email Carla directly by clicking here.

During this insightful webinar, attendees learnt about:

  • Your entitlements from the UK & Swiss pension system. You will be provided with practical tools and tips to help you know what you currently have and what you can expect to receive.
  • Whether you may be eligible and if it may be suitable to transfer your UK pension to Switzerland tax – free.
  • How to drawdown from your UK and Swiss pensions in the most tax efficient manner
  • How best to utilise your pensions so that you can maximise your estate for inheritance tax purposes

This webinar recording will only be available for a limited time, so don’t miss out on learning directly from our Pensions Manager & Chartered Financial Planner, Carla Smart.

Access a full recording of the webinar by completing the form below.

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