Who this is for
Is this discussion relevant to you?
This private breakfast discussion is designed for UK nationals in Switzerland who may need to review how their UK pension fits into their wider retirement and estate plan.
It may be relevant if:
- You are a UK national living in Switzerland, or planning to retire here
- You hold UK pension assets and want to understand how April 2027 may affect your planning
- Your family, retirement income or estate planning sits across the UK and Switzerland
- You have not yet reviewed whether your current pension structure remains suitable
- You want a clear, adviser-led view before making any decisions
Why now?
From April 2027, your UK pension may form part of your estate.
That single line, buried in the 2024 Autumn Budget, is expected to reshape how British retirees in Switzerland think about retirement capital. Unused UK pension funds, currently sitting outside the inheritance tax estate, are expected from April 2027 to fall within it.
For UK nationals who plan to live, retire, and remain in Switzerland - and whose Swiss residency, family, and tax position bear no resemblance to the UK system - that change does not arrive in isolation. It arrives alongside a Swiss tax framework that already treats pension lump sums under a preferential regime, and a Swiss QROPS landscape (through schemes such as PensExpert) that has matured into a credible planning vehicle.
On 9 June, we are hosting that conversation properly - not in the abstract, but in real numbers, with real options, and with the people who advise on them every day.
