Q. Is it true that not everyone can transfer their UK Pension to Australia?
UK Pension Transfers to Australia - Eligibility Rules
Q. What does the future hold for pension transfers to Australia – is there further legislative change on the horizon?
UK Pension Transfers to Australia - Legislation
Q. How does the UK lifetime allowance have the potential to affect your pension transfer to Australia?
UK Pension Transfers to Australia - UK Lifetime Allowance
When is a UK Adviser required as part of the transfer process?
UK Pension Transfers to Australia - Pre-Transfer Information (UK Advice) In this 2 minute video Transfer Specialist Scott Noell explains when and why a UK Adviser is required as part of the transfer process.
During the transfer process what are the most common scenarios that (without considered planning) can trigger unintended tax liabilities?
UK Pension Transfers to Australia - Taxation In this short 3 minute video QROPS Specialist Scott Noell explains the most common scenarios that may trigger unintended tax liabilities and how to avoid them.
So What is a Defined Benefit (DB) Transfer?
Firstly, a Defined Benefit pension is an investment vehicle that was often used as a recruitment tool, usually funded by contributions from both employer and employee and provides a number of benefits upon retirement that are promised by the employer. A Defined Benefit transfer is the name given to the process of transferring the value of this pension into another [...]
UK Budget puts a stop to Pension Scams introducing new residency rules and potential tax consequences
QROPS continue to be a hobbyhorse for the UK government largely in a bid to fend off offshore pension scams. The UK Budget announced on 9th March 2017 made further changes impacting upon transfers of UK tax relieved pension funds to QROPS. Information on these changes and how they may impact you is outlined below. What was announced: All UK [...]
