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Tips and articles on the latest pension news from the UK and NZ.Comment: How to lose a lot of money
My philosophy on trying to time the market is simple: Don't. I am what is known as a buy-and-hold investor. We stomach the downturns but ride the market's inexorable, long-term rise upward.
UK budget 2017 introduces new pension “Overseas Transfer Charge” (OTC)
On the 9 March 2017, the UK Budget introduced with immediate effect an “Overseas Transfer Charge” (OTC) which is a 25% tax charge on transfers to QROPS from UK registered pension schemes, unless: 1. The member is tax-resident in the same jurisdiction as the receiving...
More changes coming for QROPS from 1 December 2016
The UK QROPS pension industry has seen major changes since April 2012 when the UK HMRC tightened up the QROPS rules to prevent unauthorised withdrawals. The latest UK changes that came into effect on 6th April 2015 removed the ability for UK Government...
Disclaimer: The information on this web site is general information and not specific to any particular case. It is designed to help you understand some of the implications of transferring your UK pension to New Zealand, and to assist you to decide what is best for your own situation.
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