Your vested benefits foundation for all stages of life
 

Relocating from the UK permanently

Conditions for a tax-free transfer

In connection with QROPS the following points need to be noted:

  • The beneficiary must be compulsorily domiciled in Switzerland
  • The beneficiary must be at least 55 years old at the time of the transfer
  • The pension assets to be transferred have to total at least CHF 100'000
  • The pension assets may not be withdrawn for five full, consecutive fiscal years after the Transfer
  • The pension assets can be withdrawn at the earliest 10 years after the permanent departure of the UK


Independent
Vested benefits foundation
Herrengasse 14
CH-6430 Schwyz
Phone +41 41 819 60 73
Fax +41 41 819 60 69
info(at)independent-foundation.ch
www.independent-foundation.ch
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