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Brooklands Pensions – Brooklands IOMA QNUPS

Brooklands Pensions – Brooklands IOMA QNUPS

Type: Qualifying non-UK pension scheme with built-in offshore bond

Aim: IHT protection, CGT and income tax benefits with growth through bespoke investment portfolio held within an offshore bond held by the QNUPS

Minimum investment: Lump sum £500,000, £1.25m where properties are held

Investment choice: Fully bespoke service allowing clients’ choice of investment manager and investment strategy, with investment in stocks, bonds alternative investments, deposits, property including residential, private equity, options and life policies subject to trustee consent

Charges: New plan establishment fee 1.5% but for transfers in or out of another Brooklands scheme, the lower of the new and old plan establishment charges are refunded, annual 1%, additional charges may apply for property purchase or sale, £100 establishment fee for income drawdown, £250 fee for partial encashment up to 30%, £300 fee for each loan from the QNUPS plus £250 annual fee, annual pension payment fee £150 a year, additional time-costed charges may be made for non-standard investments, multiple information requests and aborted transactions

Commission: Fee agreed between adviser and client



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