Contact Carrick Wealth

Phones:
  • +2 710 534 6020 Bostwana
  • +2 721 201 1000 Cape Town
  • +2 731 940 0075 Durban
  • +2 711 666 7504 Johannesburg
  • + 254 514 3570 Kenya
  • +44 203 139 9013 Mauritius
  • +2 710 534 6197 Zimbabwe

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Carrick Wealth
Carrick House, The Forum, North Bank Lane, Century City
Cape Town, Cape Town 7441
South Africa
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About Carrick Wealth

Top 5 Carrick Wealth Services

Financial Advisor

Summary

Carrick Wealth is a registered financial services advisory specialising in South African and international financial planning. Carrick is also licensed in Botswana, Malawi, Zimbabwe and holds three global licences in Mauritius. Carrick at all times maintains its independence with regard to product providers and asset managers, providing bespoke risk assessment, financial planning and other services to high net worth individuals (HNWI). Through our own qualified and experienced wealth specialists, as well as through partnerships with industry leaders, Carrick is able to provide the highest levels of service both offshore and domestic.
Services:
Self-Invested Personal Pension (SIPP) Self-Invested Personal Pensions (SIPPs) are best suited to investors who want greater control over their wealth and financial assets.SIPPs are pension wrappers that hold investments until you retire and start to draw a retirement income. They work in a similar way to a standard personal pension but the main difference is that, with a SIPP, you have more flexibility to choose your investments.

Qualifying Non-UK Pension Schemes (QNUPS) Qualifying Non-UK Pension Schemes (QNUPS) have a number of tax advantages and also allow investors to extend their funding for their retirement in a way that goes above the standard forms of making pension arrangements.They’re ideal for UK citizens who are currently living in the UK or abroad, and who have the intention to retire in the UK at some point.

Recognised Overseas Pension Schemes (ROPS) Recognised Overseas Pension Schemes (ROPS, formerly known as QROPS) are pensions based in offshore financial centres that offer flexibility and control.If you’ve been a non-UK tax resident for at least five years, the full benefits of the ROPS provisions will be available to you.

Retirement Annuity Trust Schemes (RATS) Retirement Annuity Trusts Scheme (RATS) are highly tax-efficient Personal Pension Plans. A RATS is an approved offshore pension scheme where the pension funds are held in trust and invested on your behalf by a Trustee.

Tax Efficient Structuring Carrick protects your wealth through tax efficient trusts and uncomplicated estate planning. And then ensuring your wealth is preserved through a legal Will for your beneficiaries and distributed fairly to those you love.


Risk CoverLife Cover, critical illness cover and income protection give you and your loved ones the piece of mind to live your lives to the fullest.

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