Prior to meeting Jim Bell and Templar EIS, we nearly took advice from one of the more high profile advice firms operating in the EU. It soon became apparent that they were not accurate in their advice and we felt were more interested in selling us a one off solution to earn commission.   Their tax advice was not remotely correct.

Jim advised us of the correct tax position and has helped us secure the appropriate tax treatment from HMRC so that we do not pay tax on the income in the UK in accordance with the Tax Treaty between the UK and France.  We transferred our pensions to a new UK SIPP company that will pay our income direct into our French Bank account, and Templar has restructured our investments so they are denominated in Euros to remove currency risk and bank charges when we receive pension payments.

We strongly recommend the expertise of Jim and his Team.

Prior to moving to Spain, we were fortunately introduced by our former UK FCA Adviser, who had to resign due to EU licensing requirements, to Jim Bell & Templar EIS who gave us expert advice on how to restructure our UK pensions prior to emigrating so that they were far more tax efficient for the future. They introduced us to a tax expert firm in Spain prior to implementation to ensure we received professional tax opinion before we proceeded. They are a highly professional advice firm and not like other firms that just want to sell you a product.

Professional and efficient service. Very transparent and no hidden costs. Highly recommended.

Templar arranged our expat pension transfer efficiently. Very transparent in their advice. Met us face to face when required. Highly recommended to anyone requiring expat pension arrangements.