UK Pension Transfers to Australia - Defined Benefit Pensions | QROPS Transfer

Specialists In Large Transfer Values

Dave Gooding, ex Management Consultant from a Top Tier consultancy firm, understood that getting specialist advice on his own UK pension transfer could potentially save him significant $$$ by ensuring tax optimisation and Lifetime Allowance considerations were reviewed. Large Transfers include those greater than the current NCC Cap (Non Concessional Contribution Cap).  Learn More

Why Clients Trust Us with their Money

"The reason I chose Sterling Planners was because of their experience with UK Pension Transfers... mainly because it was such a complicated process... with lots of paperwork and rules and regulations to wade through... I did try a couple of other financial advisers and found that they didn't really know their stuff... and that was very difficult because my money was in a different country... I believe it's important to deal with people who know what they're doing. Brent makes it all so easy... he explains everything very well. It's been over 10 years now and he's still looking after my portfolio and we've become very good friends" - Sue Gleave

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HMRC Introduces 25% tax charge on QROPS Transfers


Effective from 9 March 2017, transfers to offshore schemes (such as NZ, Malta, Gibraltar, Guernsey etc) will now be subject to a 25% HMRC tax charge unless both the individual and the QROPS reside in the same country. As predicted (click here for our previous warnings on this issue), the HMRC directive (stating UK pension transfers should… Read More.

UK Defined Benefit (Final Salary) Schemes - Some CETVs Begin to Decline in 2017


As predicted, some UK DB (Defined Benefit) Schemes have recently issued CETVs (Cash Equivalent Transfer Values) with reduced values from late 2016. If you have a UK Defined Benefit (Final Salary) Scheme, it is prudent to seek expert advice on your situation to assist you in maximising and protecting your retirement funds. Download our… Read More.