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
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
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
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 Zealands expert in QROPS and pension transfers.