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
OK, so this article is kind of pensions adjacent rather than being about pensions, but it shows things are heading in the right direction for
If you have a UK pension valued over £1 million or stopped making contributions before 6 April 2016, you have one last chance to lock
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
New Zealands expert in QROPS and pension transfers.