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SERVICES

PENSION TRANSFER

RETIREMENT PLANNING

EDUCATION FEE PLANNING

GLOBAL INVESTMENTS

INSURANCE PROTECTION

INHERITANCE TAX PLANNING

PENSION TRANSFER

If you no longer live in the UK, it’s important you properly understand the choices you
have, so that you can best achieve your personal financial goals. You can:
(1) Leave it in the UK;
(2) Transfer it to a SIPP (Self Invested Personal Pension); or
(3) Transfer it to a ROPS (Recognised Overseas Pension Scheme).

We offer a free no obligation review that helps you to understand all the options that are available

RETIREMENT PLANNING

it is always possible – and never too early – to start planning for your dream retirement and ensuring you will not become a financial burden to your family members. Saving for retirement can be challenging, particularly with globally mobile workforces which are affected by different pension fund legislation and tax schemes.

NEBA can assist you in overcoming potential obstacles and obtaining maximum gain from your individualised strategy with a high dose of peace of mind as you grow older.

EDUCATION FEE PLANNING

School costs money. A good school costs more! The price of international and independent schools across the world were found to be mostly relative to the local cost of the city suggesting they depend on locals and expats on local salaries; as well as generous expat packages paid by large companies.

NEBA will help you construct a plan that is both affordable and effective in meeting the needs of your family.

GLOBAL INVESTMENTS

We can get you fantastic returns where you can live off the interest rather than depleting your nest egg. We have terms of business with some of the world’s leading financial institutions and can tailor options to suit you.

NEBA Wealth can help you by advising on a world of Overseas Investment opportunities with the best interest rates and less tax liabilities on your hard-earned savings.

INSURANCE PROTECTION

Your ability to work and earn an income is an extremely valuable asset. It enables you to provide for your family, yourself and all of your dependents. Imagine what would happen if this stopped and you could no longer continue to provide.

NEBA can help you plan the best way forward and offer you the most suitable health, life, income, and critical illness cover options to suit your budget and insurance choice.

INHERITANCE TAX PLANNING

There is no perfect time in ones life to begin the estate planning process. As children grow, your finances become more complicated, your needs and assets will change and increase, therefore your current estate plan should be regularly reviewed to ensure it is still suitable for your current needs, and that your future needs are incorporated.

NEBA can discuss your specific IHT challenges to help you prepare a plan for the distribution of your assets to your loved ones

PENSION TRANSFER

If you no longer live in the UK, it’s important you properly understand the choices you
have, so that you can best achieve your personal financial goals. You can:
(1) Leave it in the UK;
(2) Transfer it to a SIPP (Self Invested Personal Pension); or
(3) Transfer it to a ROPS (Recognised Overseas Pension Scheme).

We offer a free no obligation review that helps you to understand all the options that are available

RETIREMENT PLANNING

it is always possible – and never too early – to start planning for your dream retirement and ensuring you will not become a financial burden to your family members. Saving for retirement can be challenging, particularly with globally mobile workforces which are affected by different pension fund legislation and tax schemes.

NEBA can assist you in overcoming potential obstacles and obtaining maximum gain from your individualised strategy with a high dose of peace of mind as you grow older.

EDUCATION FEE PLANNING

School costs money. A good school costs more! The price of international and independent schools across the world were found to be mostly relative to the local cost of the city suggesting they depend on locals and expats on local salaries; as well as generous expat packages paid by large companies.

NEBA will help you construct a plan that is both affordable and effective in meeting the needs of your family.

GLOBAL INVESTMENTS

We can get you fantastic returns where you can live off the interest rather than depleting your nest egg. We have terms of business with some of the world’s leading financial institutions and can tailor options to suit you.

NEBA Wealth can help you by advising on a world of Overseas Investment opportunities with the best interest rates and less tax liabilities on your hard-earned savings.

INSURANCE PROTECTION

Your ability to work and earn an income is an extremely valuable asset. It enables you to provide for your family, yourself and all of your dependents. Imagine what would happen if this stopped and you could no longer continue to provide.

NEBA can help you plan the best way forward and offer you the most suitable health, life, income, and critical illness cover options to suit your budget and insurance choice.

INHERITANCE TAX PLANNING

There is no perfect time in ones life to begin the estate planning process. As children grow, your finances become more complicated, your needs and assets will change and increase, therefore your current estate plan should be regularly reviewed to ensure it is still suitable for your current needs, and that your future needs are incorporated.

NEBA can discuss your specific IHT challenges to help you prepare a plan for the distribution of your assets to your loved ones