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
New Zealand’s not the only one with traffic lights In late 2021 the UK Department for Work and Pensions introduced new laws to combat pension
For many years the regulator in the UK, the Financial Conduct Authority (FCA), has ramping up the introduction of legislation to make it more difficult
New Zealands expert in QROPS and pension transfers.