QNUPS (Qualifying Non UK Pension Scheme)

When to Consider a QNUPS

  • If your own substantial assets
  • If you want these assets to grow in a tax-free pension environment
  • You want to protect your assets against UK Inheritance Tax (IHT)
  • You are UK Domiciled, whether or not you live in the UK

What are the Advantages?

  • QNUPS grow free of Capital Gains Tax
  • QNUPS protect you and your heirs from IHT
  • QNUPS are not subject to UK Pension Sharing Orders on divorce
  • Offers a tax-efficient and more flexible alternative to mainstream  UK Pensions
  • Provides a platform to hold personal assets in a more tax-efficient manner

How do I Fund my QNUPS?

  • You transfer cash, assets or family wealth into the QNUPS, however your main residence cannot be accepted
  • There may be scope for other residential properties to be held
  • There are no HMRC restrictions on contributions into your QNUPS
  • Very substantial contributions are generally allowable, subject to your status
  • Contributions should be from private individuals and not from their employers

What are my Retirement Options?

  • From age 55 you can withdraw a 25% tax free cash lump sum
  • Prior to age 55 the Brooklands QNUPS can, at Trustee discretion, offer a loan facility (on a commercial basis)
  • Income can be paid from the Brooklands QNUPS normally without the deduction of tax*

What are the Death Benefits?

  • In the event of death, funds can go to your heirs or beneficiaries without tax consequence
  • As the funds do not have to be considered under Probate, they can usually be accessed immediately
  • There is no 7 year qualification period as there would be under other investment vehicles
  • Using conventional IHT planning methods one would have to ‘give away your assets

Notes for IFAs

Brooklands Pensions offer QNUPS in both Guernsey and Isle of Man
Our QNUPS are approved Non-UK Pension Schemes that provide both IHT protection and gross growth
They are suitable for very high income UK residents and High Net Worth individuals wherever they reside
‘Unlimited’ contributions are allowable, however the client should personally retain enough assets to live on prior to retirement
Full marketing and technical data will be provided to you on request