New UK Transfer Options for Clients with Australian Super Balances close to the Cap of $1.6M.
May 2017 Update – From 1 July 2017, clients who are close to or have already reached their total Australian super fund balance of $1.6M,…
Latest News
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…
Speculation over DB transfer ban could lead to ‘rush for the door’
An article by James Phillips in Professional Pensions highlights that growing speculation over a ban on UK (DB) Defined Benefit Scheme transfers could lead to…
Read More Speculation over DB transfer ban could lead to ‘rush for the door’
QROPS Transfers to Malta, Guernsey, Isle of Man, NZ (New Zealand) i.e.” Non Country of Residency” Transfers
Breaking News – Effective from 9 March 2017, legislation will be introduced in Finance Bill 2017 such that transfers to QROPS requested on or after…
Save Money on UK Pension Transfers
Getting expert QROPS advice could potentially save you thousands on a UK pension transfer – click here to see how. If you decide to transfer a UK pension…
UK Lifetime Allowance Deadline – 5 April 2017 – Large Transfer Values
Important News for Large Transfer Values – If the combined values of all your UK pensions (including past benefit crystallisation events such as transferring to…
Read More UK Lifetime Allowance Deadline – 5 April 2017 – Large Transfer Values
Window of Opportunity – Latest Super Changes
An opportunity exists prior to 1 July 2017 for some UK Pension Transfers given the recent Australian Super Changes. On 15 September 2016 the Government…
Is Your UK Company Pension (DB Scheme) Secure? Hundreds of Schemes at risk of becoming insolvent.
2018 UK DB (Defined Benefit/Final Salary) Scheme Update – some CETVs (Cash Equivalent Transfer Values) begin to decline. Two recent developments have caused a surge…
Transfer and Invest in GBP Sterling – No Exchange Rate Concerns
Nic Blakemore, Sterling Planners Director, talks about our Sterling Investment Options in this video: FOR CLIENTS CONCERNED WITH FLUCTUATING EXCHANGE RATES – retain and invest…
Read More Transfer and Invest in GBP Sterling – No Exchange Rate Concerns