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Looking to retire abroad? Don’t let financial worries hold back the glory of your Golden years.
An insight into pension transfers
A look at some different retirement scenarios
Find out more about lifetime allowance
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Moving to Australia – Ask the Expert
Our experts offer advice on property, finance, visas, migration and more, for those heading Down Under...
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Overseas pension entitlement: Should you transfer?
Overseas pension entitlements: To transfer or not to transfer? When either new arrivals or former Australian residents land permanently on Australian soil, they will invariably have assets accumulated offshore. These may involve complex issues regarding controlled foreign company, foreign investment funds, transferor trusts and deemed......
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Articles and press
How to work out if a UK pension transfer is in your best interests
When considering UK pension schemes, there are two main types: 1. Final salary or defined benefit schemes (FS). The value of your entitlement under this type of pension scheme is based on a set formula determined by the UK pension scheme trustees. The formula is......
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International Investment Magazine: Prism Xpat’s Darion Pohl: pension transfers to Oz will continue
Ever since UK Chancellor Philip Hammond announced, in his spring Budget on 8 March, that a new 25% charge, taking effect the next day, would be levied on most overseas pension transfers, there’ve been no shortage of predictions of the virtual end of the pension......
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International Investment Magazine: Prism Xpat – Building Bridges for Expats Between the UK and Oz
International Investment magazine profiled Prism Xpat and its CEO as the feature of its October 2016 edition. Britons emigrating to Australia don’t always realise it, but before heading for the airport they need to do more than simply buy a one-way ticket to Sydney, and......
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Australia makes large scale pension reforms on par with UK
The Australian government has announced wide-ranging pension reforms that are already being likened in scale to UK chancellor George Osborne’s radical pension freedom changes. Treasurer Scott Morrison, in his first budget on 3 May, set out an alteration to the amount that can be contributed......
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