UK Pension transfers to Australia/NZ/Offshore

"Should I transfer my pension to Australia/New Zealand/Offshore?"

We hear this question a lot. We've found that a substantial number of our clients would have lost money if they had transferred their pension abroad. This needs to be properly considered as opposed to maintaining your pensions in the UK.

Transferring your pension abroad isn't always in your best interests. To get the most for your money, you need to look at all the options available. 

By analysing the UK, Australian/New Zealand and Offshore options, you can make the most of your pension after tax.

Remember that it's essential that you contact us with sufficient time before you leave the UK. This will allow time to discuss your options in the UK and abroad and then implement the optimal solution for you.

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For Investment Planning we make recommendations based upon the Whole of Market. The levels and bases of taxation are subject to change. Information provided on this site in relation to tax, pension & Investment issues in both Australia and New Zealand is based upon our current understanding. Related legislation and tax rates are subject to change at any time by the respective governments and authorities of both countries. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. PRISM XPAT is a trading style of Xpat Limited which is authorised and a regulated financial services company. Xpat Ltd is entered on the FSA register under reference 459255.


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