Retirement and longevity.

Planning for a long retirement across jurisdictions, including the treatment of cross-border pensions.

What it is

A long life, well funded.

Retirements are longer than they used to be, and for those who have lived across borders, more complicated. Pensions accrued in different countries, taxed in different ways, must be made to work together to fund a retirement that may last decades and span more than one jurisdiction.

We plan for a long retirement across the countries that touch your life, including the treatment and coordination of cross-border pensions, so the later years are funded with certainty rather than guesswork.

How we advise

Funding the long term

Planning for a retirement that may last several decades.

Cross-border pensions

Coordinating pensions accrued and taxed in more than one country.

Drawing efficiently

Sequencing how retirement income is drawn, with tax in mind.

Certainty in later life

Building a plan that holds through a long retirement.

Important information

The basis on which we advise.

This page is general in nature and does not constitute financial, investment, tax or legal advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.

ORA Black advises on and coordinates the planning, investment and protection of private wealth. It is not itself a licensed investment manager, financial adviser or insurer, and it does not hold client assets. Regulated investment management, financial advice and insurance services are provided by, or under the authorisation of, the relevant NEBA Private Clients entity through ORA Black’s partnership with NEBA. The value of investments can fall as well as rise, and past performance is not a guide to future returns.

A disciplined approach to private wealth.

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