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

SENTINEL International Preservation Fund offers clients an environment in which to build wealth offering a high level of asset protection, significant flexibility and access

Overseas Trust and Pension

Modern International financial products for trust, pension and retirement provision

Overseas Trust and Pension

In an ever-changing world we believe that everyone has the right to a safe haven to protect and preserve their family’s financial future.

 

Overseas Trust and Pension provides this reassurance through its range of innovative, international financial products covering; pensions, trusts and retirement plans.

 

We work alongside your financial adviser to ensure long-term outlook is secure.

Overseas latest news & articles

The growing importance of succession planning – A key business driver for IFAs

Welcome to the Overseas Trust and Pension (OTAP) August 2018 Newsletter. This month we have…...

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CONNECT - Issue 4

Welcome to Issue 04 of Connect, our periodic newsletter that provides updates on developments that…...

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Do you have clients that are Spanish Tax Residents?

Welcome to the Overseas Trust and Pension (OTAP) June 2018 Newsletter. This month, we provide…...

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Davis Tax Committee – Final Update

The Davis Tax Committee (DTC) published its closing report on the 12th April 2018 following…...

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