Senior Financial Consultant
I joined Infinity in 2010 and over the past eight years have become one of the most experienced consultants. I am fully licensed and qualified to operate in Hong Kong (personal Insurance Authority registration number IA3337). Additionally, I have the Hong Kong Securities and Futures Commission (SFC) Paper 1.
With good earnings potential and significant tax advantages, expats have a unique opportunity to achieve their goal. And Infinity’s bespoke pension planning services in Hong Kong can help you get there.
With an ever-changing investment landscape and increasing regulation, retirement planning seems to get more challenging every year. A clear plan, and real expertise, are essential.
Our approach starts with a detailed report that takes clients’ existing circumstances into consideration – along with their plans, their attitude to risk – and that all-important target retirement date.
Along with income levels and geographical location, retirement objectives can change. That’s why we create flexible plans that can adapt as life changes.
As you’d expect, we have access to an extensive range of pension wrappers from some of the world’s leading providers – as well as the knowledge and expertise to advise you on the most suitable investment funds within them. Our pension planning services are available in Hong Kong and across the Asia region and we can help you get the retirement solution that best suits your needs.
We also build regular reviews into our proposals – a vital part of keeping plans on track.
“Qualifying Recognised Overseas Pension Plans” were launched in 2006 by the British government as a way to help Brits to retire abroad – and to take their pensions with them. And it’s not only British nationals who can benefit.
Pension funds left in the UK are heavily taxed – in some cases more than 80%. Transferring a UK pension fund to a QROPS scheme can mitigate against UK taxation. It’s a great scheme with some outstanding benefits …but with strict HMRC qualifying criteria and around 2,000 QROPS schemes currently available, choosing the right one for you can be daunting.
We have a specialist, dedicated QROPS desk who can talk you through the process of identifying and setting up the right QROPS plan.