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
On 6 April 2023 the UK removed the Lifetime Allowance Charge. This meant that any transfer from a UK pension to New Zealand, whilst still being
Lifetime allowance changes and their impacts
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
The amount that companies would offer as a transfer value for a £10,000 annual pension rose from £238,800 at the end of 2019 to £245,800
New Zealands expert in QROPS and pension transfers.