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
Kiwi Wealth Super Scheme and the overseas transfer charge
Lifetime allowance changes and their impacts
New Zealands expert in QROPS and pension transfers.