
Low UK final salary transfer values no deterrent for a QROPS transfer
For many considering transferring their UK defined benefit (DB) (aka final salary) pensions, recent declines in transfer values may be concerning. However, rather than waiting for

For many considering transferring their UK defined benefit (DB) (aka final salary) pensions, recent declines in transfer values may be concerning. However, rather than waiting for

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

If you have a UK pension valued over £1 million or stopped making contributions before 6 April 2016, you have one last chance to lock

New Zealand has moved from 17th to 14th in the world on the Mercer CFA Institute Global Pension Index. The index evaluates global retirement income systems based on

In the Autumn Budget of 2024, UK Chancellor Rachel Reeves announced significant changes to inheritance tax (IHT) rules concerning pensions, set to take effect from