I first met Clive Herrald of Global Pension Transfers (GPT) in 1997 when I was planning to migrate across to the Gold Coast in Queensland. I had just retired after selling my dental practice in Coventry and was looking forward to spending time in Queensland playing lots of golf and doing the things I enjoyed most.
I had a number of UK pension funds and other investments which were potentially going to present me with some significant tax issues if not handled properly. At that time there were some unique UK requirements which offered me very few options within Australia.
The team at GPT came up with a process which allowed me to restructure my affairs whilst at the same time maintaining compliance with the UK regulations. This gave me a lot more flexibility than originally possible something which proved to be an invaluable benefit for me. Since then a number of my children have also migrated to Australia and each has used GPT to assist with their move.
I have referred family members, friends and former colleagues to GPT over the years, all of whom have confirmed their total satisfaction with the services provided by GPT. GPT have exceeded my expectations constantly over many years and continue to do so today and I have no hesitation in recommending Clive and his team at GPT to both handle the pension transfers as well as the ongoing financial planning needs once your funds are in Australia.