Innovators in Pension Trusts, Trustees and Corporate Administrators

International Pension Plans (IPPs)

What does an IPP from Concept offer?

IPP home page

What does an IPP from Concept offer?

• Pension income paid gross without the deduction of Guernsey income tax.

• No Guernsey income tax or capital gains tax on the assets held within the scheme, gross roll up with the exception of withholding taxes on dividends.

• Increased freedom of investment choice.

• No limits to the value of the fund which can be accumulated.

• 25% lump sum available on commencement of benefits. No Guernsey tax deducted at source on payment of benefits.

• Possibility of member being appointed as investment advisor.

• Ability to take loans under certain conditions.

• Flexibility of paying benefits.

• No requirement to purchase an insurance based annuity (although may do so).

• Ability to leave residue of fund to named beneficiaries.

Concept - your provider of choice for an IPP

Application Form