Willow Trustees Limited ("Willow") accept applications from the professional financial advisor, on behalf of their clients, and recognise the importance of working alongside professional financial advisors when establishing a QROPS solution.
Willow recommend that prospective members take appropriate professional financial advice.
Willow will offer support to all intermediaries promoting the Belvedere pension plan with experienced and qualified support staff offering back-office and administrative capabilities providing excellent levels of service.
Belvedere is an Open Architecture product allowing advisers to choose their own investment strategies.
Willow appreciate you may have established Investment links which do not need to be changed. However if required Willow retain the services of a platform provider which would help
streamline the administration of the investment process.
Willow does not make Investment decisions.
Application forms are simple and straightforward.
Funds grow free of Guernsey tax and all benefits paid on drawdown or death are paid free of Guernsey tax (if not resident for tax purposes in Bailiwick of Guernsey or Jersey).
Willow can provide a bespoke service that includes white-labeling and assistance with structuring any new innovative pension opportunities the professional advisor may wish to offer their clients.
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