Simon Benarroch Fcsi Email & Phone Number

London, United Kingdom

I together with my team provide specialist advice and wealth management to individuals who are moving to Israel. We help clients understand the financial advantages of making Aliyah and what they should do with their investments, savings and pensions in order to maximise the opportunity and secure their retirement.I am one of a select group of advisers that has the requisite qualifications and experience to be awarded 'Chartered Fellow' of the CISI.The Jewish Agency and Nefesh B' Nefesh regularly invite me to speak at their 'Tax and Investing for Aliyah' events. Topics include:-The 10 Year Tax breaks in Israel-Domicile and Residency-What should I do with my UK home-Currency-Offshore Investing-Offshore Pensions (QROPS)-Inheritance Tax-ISAs-Producing a reliable income in retirementI am the author of "Optimising Your Savings When Moving to Israel- a guide for retirees" Over the years I have met thousands of people who are looking to retire in Israel. I understand their financial needs and the best way to tailor their investments so they have the greatest chance of success in their retirement.

Guernsey, United Kingdom

I am one of the owners of Overseas Trust & Pension (OTAP), a specialist provider of international trust, retirement and pension solutions for both corporate and private clients.We aim to meet the strategic financial requirements of clients while our focus is to protect, preserve and enhance client wealth. We achieve this by offering a broad range of award winning financial solutions catering for income, accumulation and succession of wealth from one generation to the next.OTAP's speciality in offshore structures and particularly offshore pensions enhances my work with Olim at Raymond James. OTAP has won industry awards for its' renowned expertise in the offshore pensions market. We have frequently lectured at conferences for financial advisers and accountants in South Africa, Dubai, Hong Kong, Singapore and the UK.