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

Case Study: Securing Retirement by Protecting and Consolidating Existing Offshore Assets

Brian Turner works in the Oil and Gas Industry. He has recently returned to South…...

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Case Study: Protecting and Preserving Wealth – Internationalising Retirement Provision

Steven wants absolute financial security for himself and his spouse in retirement and is looking…...

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Protecting and Preserving Wealth – A Solution for South African Residents

The need to internationalise wealth has become increasingly important in today’s world, as it helps…...

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Get some insight from our latest 2020 Tax Changes webcast

To give Advisers additional insight into the 2020 Tax Changes, we have released a 15-minute…...

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