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
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
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
New Zealands expert in QROPS and pension transfers.