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Pensions

International Pension - Turkey

The Optimus Turkey Pension Plan (OTPP) is an international retirement benefit scheme for Turkish tax residents, allowing the accumulation of retirement funds outside of Turkey.  The Isle of Man provides a distinct and flexible environment in which to build and safeguard wealth and boasts a modern, flexible tax and regulatory framework for retirement benefits, creating the ideal environment for all longer-term savings.

Your investment options
Member directed investments are permitted, subject to trustee approval, or the trustee offers a diverse range of investment options. 

Cash contributions can be made from cash held inside or outside of Turkey in addition to the transfer in specie of assets held outside of Turkey.

Benefits can be taken from the age of 50 either as lump sum for regular annuity payments.

Additional benefits include:

  • Unlimited contributions except where exchange controls apply
  • Single or ad-hoc contributions
  • No donation tax on contributions
  • Income / Interest rolled up free of tax until benefits are taken
  • Contributions returned tax free
  • Ring-Fence assets outside of estate
Whether you are an international firm or located on the Isle of Man we will be able to assist you.
Mark Schofield, Director
Flexibility is key. We put your requirements first, then deliver outstanding service in everything we do
Kerry Jones, Senior Manager
In all my years of working with Optimus, they have always conducted themselves in a highly professional and timely manner whilst providing an excellent service to their clients
Industry Professional, Director
Latest news...
Optimus donate to three local charities

Castletown based Fiduciary and Pension firm Optimus Fiduciaries Limited are pleased to announce donations to three local charities. Through various staff fundraising initiatives, the firm raised £750 which has been split evenly between Bowel Cancer Isle of Man, Manx MSPCA and Age Concern Isle of Man.

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Tim to present at Turkish Investment Forum

Tim Shallcross, Head of Business Development at Castletown based fiduciary and pension group Optimus Limited is to present a key message on the benefits of its new Turkish International Pension Plan as well as why the Isle of Man is a jurisdiction of choice in Istanbul later this week.

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Should you wish to make an enquiry please get in touch by using the contact form or by calling our office on +44 1624 695560

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