Overseas Trust and Pension

We make it possible for clients to protect, preserve and enhance their family's wealth

Overseas Trust and Pension

OPES South Africa is a flexible, tax efficient retirement plan designed for South African Tax residents

Overseas Trust and Pension

OPES Spain is tailored for Spanish Tax residents to consolidate their wealth in a secure and flexible environment

Overseas Trust and Pension

IBIS QROPS is intended for individuals who want to transfer their UK pension

Overseas Trust and Pension

Modern International financial products for trust, pension and retirement provision

Overseas Trust and Pension

Welcome

Following the acquisition of Carey Pensions and Benefits* (CPBL) by Overseas Trust and Pension (OTAP), we would like to extend a very warm welcome to the team, clients and professional contacts of our newly enhanced company.

The combined business will operate under the Overseas Trust and Pension name and brings together two well respected Guernsey firms who share an ethos for client service and product innovation. We can assure you that service levels and the product options available to you will continue uninterrupted as a result of this transaction and we look forward to sharing service and product enhancements in the future.

We have been fortunate to secure the services of the CPBL team in Guernsey. However, CPBL has recently undertaken a consolidation of its Alderney and Guernsey offices which resulted in the centralisation of operations in Guernsey and closure of the Alderney office.

Consolidated Position

The combined business is home to over 10,000 clients and offers a very broad range of personal and corporate plans with circa USD 2.5 billion of assets under administration (OTAP previously acquired Kleinwort Benson’s Guernsey-based pensions business in 2012). This scale makes the combined business one of the top providers in the Channel Islands and gives access to a great depth of expertise.

We would like to take this opportunity to reaffirm our commitment to each and every client, professional contact and the team. If you have any questions, the Q&A note might help but please feel free to contact us directly.

Yours faithfully

David Higgins

Director

* Carey Pensions Administration Ltd is a wholly owned subsidiary of CPBL

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