
Despite falling UK interest rates, don’t expect an increase in pension transfer values
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

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

The UK government is pushing for pension schemes to invest more heavily in British assets. While framed as a plan to boost growth, this shift

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

The number of UK pension transfers into Qualifying Recognised Overseas Pension Schemes (QROPS) surged to 7,100 in the 2023–2024 financial year—more than double the previous

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

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