Evergreen QROPS

Evergreen QROPS

The Evergreen Retirement Trust in New Zealand have announced that they are closing down from 6 April 2018. So what does this mean if you have an Evergreen QROPS in New Zealand?

In short, it means there are no more lock in terms and you can transfer your Evergreen QROPS to another QROPS provider and jurisdiction.

Here are some questions that we are receiving from members of the Evergreen QROPS in New Zealand.

  • Do I still have an outstanding loan associated with Evergreen QROPS?
  • Can I access all of my money now?
  • Is there any withholding tax if I decide to transfer my fund into my bank account.
  • What are the exit charges to release my Evergreen QROPS?
  • Are HMRC informed if I decide to access 100% of my fund.
  • If I transfer to another QROPS, will HMRC be informed?
  • Can my fund be used to provide an income for life.
  • I’m under 55, can I still access 100% of my fund?

At Callaghan Financial Services we pride ourselves in answering all your questions will 100% accuracy. We offer a free no obligation assessment on your Evergreen QROPS and can provide bespoke solutions.

Here are just a few ways of how Callaghan Financial Services can help with your QROPS in New Zealand.

  • A free no obligation assessment on your Evergreen QROPS in New Zealand.
  • Transparent fees.
  • Risk assessed investments, should you decide to re-invest your retirement fund.
  • 24/7 secure online access to view your fund.
  • UK qualified advisers to a Financial Conduct Authority (FCA) requirement.
  • A no obligation assessment with our associated tax specialist.

We take the worry out of your QROPS and provide answers to your questions. Contact us for a free no obligation assessment on all your existing plans including your Evergreen Retirement Trust fund in New Zealand.

Contact us on the contact page below or contact us via email info@gcqrops.com or call + 34 698 243 745

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