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For all residents (USA, EU, and UK)
Including International SIPP

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Final Salary Pension Transfer

DB clients with a Final Salary CETV
(Defined Benefit Pension)

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DC Pension Transfer

For clients with Defined Contribution Pensions looking to Consolidate

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QROPS

Only for EEA-Residents with projected pension assets approaching LTA £1.073M

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Disclosure:

Please note that Cameron James does not offer tax advice. We recommend consulting with a qualified tax advisor to understand how any financial decisions may impact your personal tax situation. The information provided on this page is subject to change. For the most current information and personalized advice, please consult with a qualified financial or tax advisor.

Advisory Services Disclosure

Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC a registered investment adviser with the Securities & Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or education and does not imply any regulatory authority has passed upon the firm or its advisors. Beacon Global Advisor Network, LLC and Cameron James USA are not affiliated. Cameron James USA is a marketing name and it not licensed or registered to conduct advisory business. Please refer to our detailed disclosures above under quick links and terms & conditions.

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