UK pension transfers to New Zealand
Moving countries is exciting but also carries with it major stressors: finding somewhere to live, settling children into schools, and a myriad of other administrative matters that need to be dealt with. Decisions about pensions are probably not front of mind in those initial stages but the complex rules around pension transfers and related tax regulations make it imperative that they be considered early to take advantage of the ‘transitional window’ and reduce the tax burden.
We have partnered with iSelect Superannuation who have been transferring pensions to New Zealand since 2006 and have deep expertise in this area. iSelect fully manages the transfer from end-to-end, giving you peace of mind that experts are dealing with all aspects of moving your pension from the UK. iSelect will also ensure ongoing compliance with the complex reporting requirements of HMRC for QROPS (Qualifying Recognised Overseas Pension Schemes). We can also advise on moving an existing QROPS pension to a customised QROPS portfolio within the iSelect scheme under Axiome’s advice.
Control, transparency & performance
Utilising iSelect, in conjunction with Axiome as your adviser, allows you to transfer your pension into a scheme where the underlying investments can be customised for you, giving greater control and transparency over your pension funds.
Your adviser is close at hand to review your investments periodically with you, and you can match your investments to your own attitudes to risk and in accordance with your personal values. This can facilitate a holistic approach to your financial affairs by allowing you to have all your investments in one place.
Find out about our process that determines your goals and tailors a plan specifically for you now and in the future.
Understand the beliefs behind the well-diversified portfolios that we employ to build your wealth.