
Pension Transfers to New Zealand: Delaying a transfer until next year could save a lot of tax
With legislation now passed, a new tax option is coming for anyone looking to transfer an overseas pension to New Zealand. From 1 April 2026, individuals
With legislation now passed, a new tax option is coming for anyone looking to transfer an overseas pension to New Zealand. From 1 April 2026, individuals
For Australian residents who transferred their UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS) in Malta or Gibraltar before 9 March 2017, there
Over the past decade, the process of transferring UK pensions to New Zealand’s QROPS has undergone significant changes. By analyzing transfer duration data from 2014
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
The UK government expects to grab approximately £2.35 billion annually from changes to the taxation of non-domiciled individuals, particularly through far reaching reforms to inheritance tax (IHT).
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
New Zealands expert in QROPS and pension transfers.