Key takeaways When transferring a UK pension to New Zealand, many clients naturally focus on tax treatment, fees, investment choice, and whether the receiving scheme appears
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
From 6 April 2028, the UK Normal Minimum Pension Age increases from 55 to 57 for most people. This matters for anyone with a UK pension,
New Zealand taxpayers transferring an overseas pension into a New Zealand scheme will receive confirmation from Inland Revenue in different ways, depending on how the
UK pensions were once treated as close to gold-plated: tax-advantaged, protected, portable, largely outside inheritance tax, and politically difficult to disturb. That status has not
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
After a brief recovery in defined benefit pension transfer values, the market has turned again. The reason appears to be the conflict involving Iran, 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 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
If you’re an Australian resident with a sizeable superannuation balance and considering bringing over your UK pension, recent developments could dramatically affect your tax outcomes.
Transferring a UK pension overseas requires you to have your National Insurance Number. For some people this is emblazoned on their memory, for others they
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
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
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