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Retirement Annuity Trusts
The retirement annuity trust is your personal pension scheme and allows you to provide yourself with regular, tax deferred income after retirement. The trust is set up in anticipation of retirement with the idea that you will draw your pension between 50 and 75 years old.
You are not required to purchase the annuity and this means you may use resources for other investments such as equities, bonds, hedge funds, real estate and loans.
Another advantage of the retirement annuity trust is that it may be passed to your dependents as well. Typical pensions are for you and your spouse only. The trust also has specific tax benefits.
Laurus Solutions and partners execute:
- The trust deed
- Obtain approval for the plan
- Ensure that the plan conforms to local regulations
- Liaise with others to transfer the funds
- Also provide independent trustees
Get expert advice
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+41 76 455 88 55