Rethinking Pensions

For expatriates seeking help with pensions or inheritance tax solutions – use the
TailorMade way for re-assurance.

Which Direction?

eliminate-hidden-commissionsEliminate hidden commissions.
Avoid hidden charges through transparent tailored fees.
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maximise-flexibilityMaximise flexibility.
To deliver the greatest returns you need to ensure you avoid access penalties.
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intelligent-solutionsIntelligent Solutions.
Our expertise is provided by award winning professionals.
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eliminate-hidden-commissionsSimple. Innovative. Robust.
Our research and persistence has led providers to deliver evolutionary solutions.
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Calculate your own future.

Select from the options below to discover the future value of your pension.

Level of Risk

If you change the level of risk, re-enter one of the figures below to get a new estimated future value

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Provider

For provider specific illustrations from TailorMade, Royal London 360, Old Mutual International, Generali, Hansard, Friends Provident, UK Wrap Platform please contact us.

£0

Defensive Investor

Your investments can fall in the short term but aim to produce returns comparable with those from a deposit account and have the potential for some long term growth. This plan yields a 2% growth rate.

Cautious Investor

Your investments fluctuate and can go down but aim for returns that are at least as good as those from a deposit account, with potential for income or further growth. This plan yields a 4% growth rate.

Balanced Investor

You are seeking higher returns than that obtained from a deposit account. To achieve the returns there is a higher level of risk with fluctuations in portfolio values. This plan yields a 6% growth rate.

Speculative Investor

You understand and accept a high level of risk in return for potential higher returns in the longer term. Your portfolio will fluctuate over short and long periods. This plan yields a 8% growth rate.

Adventurous Investor

You understand and accept a high level of risk in return for potential higher returns in the longer term. Your portfolio will fluctuate in value, possibly significantly. This plan yields a 10% growth rate.


How it works?


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Receive advice
Tell us about yourself and we’ll start by recommending a tailormade solution to achieve your targets.


optimise

Optimise investments
No hidden commissions or surcharges – only transparent tailored fees from a regulated US and UK advisor.


relax

Relax
Relax, and join our other investors who have made the smart decision to let us handle the rest.

Award Winning Team.

Taylormade helps expatriates obtain quality advice from pension and inheritance tax specialist advisers.

Aisa is one of the few firms whose taxation expertise is matched by their investment management skills. Both are top class and in today’s rapidly changing tax legislation it is vital to provide legally compliant solutions.

julian-gibbs

Julian Gibbs, columnist and writer



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FINANCIAL PLANNER
AWARD WINNER


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CHARTERED FINANCIAL
PLANNERS


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MONEY MANAGEMENT
AWARD WINNER


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MONEY MARKETING
FINALIST


 

We believe growing your pensions should be transparent, worry-free and fair.

Our Tailormade Pensions intelligent solutions ensure you are put first. Our aim is to protect and grow your wealth through personalised service and expert advice.

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Watch our videos › or Learn More ›

 

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Real case studies based on our satisfied clients.

We ensure products like investment bonds are subservient to long-term customer relationships – our clients always come first


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US CLIENT

US based client who had a UK pension had been advised to move his pension to Malta and take out an investment bond. You want to hear what happened next.

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73k-diff

INVESTMENT PERFORMANCE

A wealthy client had invested £270,000 into Royal Skandia investment bond. After 8 years and 3.5% growth annually the investment was worth… how much?

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95k-loss

US DUBAI BASED CLIENT

Was advised to take out a 25 years savings pension plan. He invested $2,700/month for 2 years and then wanted access to the money. Guess what happened?

Learn More ›

Consideration Options & Results

Complete the fields below, then click next to find your target fund value.

Click next to find your target fund value.

Consideration Options & Results

Complete the fields below, then click next to find your target fund value.

Click next to find your target fund value.