Reliable pension advice is critical when retirement spans borders. UK expats must consider how different pension types are taxed, accessed, and reported once resident abroad. Private Fund Management provides independent guidance to help clients understand options around income planning, drawdown timing, and long-term sustainability.

Within our broader financial services, pensions are never treated in isolation. We assess how pension income fits with other assets, currency exposure, and expected living costs in Portugal. This holistic view supports wider UK–Portugal tax mitigation and long-term wealth planning, including how assets are passed to beneficiaries over time.

Our fee-only model ensures advice is unbiased and aligned with your interests. By reviewing pension arrangements regularly and coordinating them with wider planning, we help UK expats avoid rushed decisions and build retirement strategies that remain flexible, transparent, and suitable for life abroad.