January 2018 Update. Breaking News – a well known UK company DB (Defined Benefit) pension scheme has announced all future Cash Equivalent Transfer Values (CETVs)…
Read More UK Pension (QROPS) Transfers to Australia – Latest Update
October 2017: Sun-Herald, Money Article – ‘Thousands of Aussies caught in tougher rules to transfer British pensions’. Laura McGeoch explains how UK legislative changes implemented…
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,…
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…
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’
Breaking News – Effective from 9 March 2017, legislation will be introduced in Finance Bill 2017 such that transfers to QROPS requested on or after…
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…
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
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…
