Get a free detailed assessment and report on your UK pension and what it means to leave it or transfer it.
The Advantages Of Transferring A Pension
- Get your benefits paid completely tax-free
- No tax on inheritance
- Full control with multi-currency funds
Big Pension Transfer Myths
MYTH 1: Never touch a UK final salary scheme
MYTH 2: You need to convert to NZD
MYTH 3: All NZ QROPS schemes are equal
Lots of people hold off on even looking at a UK pension transfer because the exchange rate freaks them out.
Depending on when you started tracking the New Zealand dollar to British pound you might have seen highs of three dollars fifty to the pound and lows of one dollar seventy, and this can play a part in the decision-making process.
But what most people don’t know is that when you transfer a UK pension to New Zealand you don’t have to convert it into New Zealand dollars.
NZ’s new highest tax rate increases the attractiveness of an early UK pension transfer for high income earners
The New Zealand tax regime taxes a pension transfer as personal income depending on how long you have been in New Zealand after accruing the
In most cases changes to UK pensions legislation can happen slowly and with plenty of warning, this is one of those cases, meaning every person and
For many years the regulator in the UK, the Financial Conduct Authority (FCA), has ramping up the introduction of legislation to make it more difficult