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
Following nine years in limbo with restricted access to KiwiSaver, people who transferred their UK pensions into KiwiSaver schemes may finally be seeing some light
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
New Zealands expert in QROPS and pension transfers.