EURBS

In 2011, The deVere Group and its partners proudly launched a unique investment product that is specifically designed for expatriates who have locked pensions within their home country, to transfer their assets into a tax-efficient and secure jurisdiction.

EURBS is a European Union Retirement Benefits Scheme which allows you to transfer your accrued pension into a tax-efficient jurisdiction when you move abroad or retire.

Recent changes in the European Union legislation have allowed freedom of movement of pensions between different countries, thus allowing pension holders to transfer their substantial funds to another country when they retire.

The EURBS is a Malta-domiciled pension scheme. Malta is a full member of the European Union and has a long history of economic and financial security. Every pension scheme is registered with the highly-respected Malta Financial Services Authority.

By transferring your pension into a EURBS scheme, not only will you have immediate access to your money when you retire, but you will also be able to receive a lump sum free of tax and pass on your pension fund to your beneficiaries in full in the event of your death.

The benefits of EURBS

The advantages of transferring your pension into a EURBS can include:

• Tax-efficient
• Up to 30% of the fund as a lump sum
• Greater investment freedom
• Ability to pass on pension funds to your beneficiaries upon your death
• Flexible currency
• Tax-planning opportunities

Speak to a deVere Financial Adviser if you wish to learn more about EURBS. Our advice is free and with no obligation.