The proposed increase in New Zealand’s FIF de minimis threshold from $50,000 to $100,000 could affect some UK pension transfers by restricting access to the formula method.
UK pension death benefit NZ tax: direct answer UK pension death benefit NZ tax can apply when a surviving spouse living in New Zealand receives a
A growing problem in the market A troubling pattern is emerging in the New Zealand pension transfer market. Complex tax decisions are increasingly being reduced
In the past when you transferred a foreign pension (including UK pensions) to New Zealand you needed to determine the taxable income on the transfer. The
There’s been plenty in the news recently about expats fleeing Dubai and back to the UK, only to find some unexpected tax consequences when they
New Zealand’s default position is simple: If you transfer a lump sum from a foreign pension or superannuation scheme into a NZ scheme, that lump sum is
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
The over 600 members of the SuperLife UK Pension Transfer Scheme, holding over $130 million, received an email telling them they will be transitioned to
KiwiSaver members are on the move. In fact, every year, nearly 5% of KiwiSaver members switch providers—actively managing their accounts to optimise returns, reduce fees,
The UK is on the brink of an unprecedented outflow of high-net-worth individuals (HNWIs), with Henley & Partners’ 2025 Wealth Migration Report forecasting that more
Many of our pension transfer clients also have Individual Savings Accounts (ISAs) in the UK – as they are a popular way to save tax-free
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
As more young New Zealanders head to the UK for work, it’s crucial they understand and take full advantage of the UK’s automatic pension enrolment
With legislation now passed, a new tax option is coming for anyone looking to transfer an overseas pension to New Zealand. From 1 April 2026, individuals
If you’ve worked in the UK and are now living in New Zealand, you might be eligible to make Voluntary Additional Contributions (VACs) to increase your future
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
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
The New Zealand Inland Revenue Department (IRD) has proposed significant changes to the taxation of overseas pension transfers, set to take effect from 1 April