SUPERANNUATION AND PENSION TRANSFERS

UK PENSION TRANSFERS

From blind surveys and review of a large number of websites and documents, it is clear that good, accurate, independent and impartial advice on UK pension transfers is scarce.

Chris Heffernan has a background in UK taxation and financial services and extensive experience of advising and dealing with UK pension transfers and would be more than happy to assist you with your individual circumstances.

Our fees for dealing with transfers, which includes honest advice on the pros and cons and the technicalities of transferring UK pension funds are also considerably lower than most, with the added benefit of expert advice.

When advising on any transfer we consider a whole range of factors:

• An honest summary of the pros and cons;
• Your overall financial circumstances;
• Your UK and New Zealand tax status;
• Your overall retirement provision, including your UK and New Zealand state pension entitlements;
• The UK and New Zealand tax implications of any transfer, including your UK Inheritance Tax exposure;
• The impact of the new UK rules that apply to pension transfers from April 2006;
• Strategies for deferring the conversion of your funds to New Zealand dollars and managing currency risk; and
• Self investment superannuation options.

It is also possible in some circumstances to:

• Obtain UK tax relief on further contributions to UK pension schemes;
• Increase your entitlement to the UK state pension; and
• Transfer pensions in payment to New Zealand superannuation schemes.

Call to make an appointment to discuss your circumstances or the options available to you or email chris@leech.co.nz

Click here for details of our Self Investment Superannuation Scheme, and for a Disclosure Statement for Chris Heffernan, click here.

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