You might have seen headlines saying that UK interest rates are being cut and wondered: “If interest rates are coming down, will my defined benefit
When the Financial Conduct Authority (FCA) revealed that savers pulled a record £70.9 billion from their pensions in the last year — a 36% leap
If you’re an Australian resident with a sizeable superannuation balance and considering bringing over your UK pension, recent developments could dramatically affect your tax outcomes.
If you’ve ever worked in the UK, there’s a chance you might be missing out on a share of the £31.1 billion sitting in unclaimed
For Australian residents who transferred their UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS) in Malta or Gibraltar before 9 March 2017, there
The UK government expects to grab approximately £2.35 billion annually from changes to the taxation of non-domiciled individuals, particularly through far reaching reforms to inheritance tax (IHT).
From 2027, individuals with substantial UK pensions will face significant exposure to Inheritance Tax (IHT), which is charged at 40% on estates exceeding the nil-rate
Over the years, but far more regularly lately we’ve come across many people who have been sold a “pup” by slick overseas advisers and moved
OK so there’s been a big and boring legal stoush going on in the UK… the upshot of which is that UK pension schemes trustees
For years the New Zealand regulator has been building a strong regulatory regime to protect people from bad advice and worse investments. One of the
Ania Zalewska, University of Bath In the past decade, the banking industry has been a central focus of attention for regulators, academics and the general
It’s never been harder to transfer a UK pension to New Zealand. Over the last three years UK government agencies have put up consistent barriers
On the 9 March 2017, the UK Budget introduced with immediate effect an “Overseas Transfer Charge” (OTC) which is a 25% tax charge on transfers
For decades people in the UK have been told that final salary (or defined benefits) pensions are ‘gold plated’ and the perception has been established
For many years transferring a pension from the UK to New Zealand was not the norm with confusing legislation and tax compliance issues. All that
There has been a lot of talk of the general implications of the Brexit vote. But what, in practical terms, is it likely to
We see many examples of people receiving and accepting a cash equivalent transfer value as gospel and what’s more their supposed ‘QROPS pension transfer’ experts
Much has been made of the fact that Australian pension transfers are increasing at a dramatic rate as the number of schemes on the Australian
Pension transfer times have increased dramatically since the introduction of new regulations in the UK form 6 April 2015. In a raft of legislative changes
Access to funds from NZ superannuation schemes to be extremely limited at age 55 Schemes can change their rules without your consent Rules will
If you are currently transferring your pension to an Australian QROPS or KiwiSaver scheme action is immediately required to avoid a 55% tax on