For non EU residents, including United States residents, UK pension transfers to ROPS requested on or after March 9, 2017 are subject to an overseas tax charge of 25% on the value of the pension transfer. As a result, Touchstone Advisory does not advise US residents on UK pension transfers to ROPS.
Touchstone Advisory specializes in providing management services for existing ROPS that were transferred prior to the 25% overseas tax charge. We are a leading provider of ROPS management services in the United States.