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UK Pension Transfers to AUSTRALIA & NEW ZEALAND (QROPS)
- Holistic tax planning and strategies for returning nationals and UK migrants to Australia & New Zealand based on visa type (permanent v temporary).
- Full Pre-Departure Advice in order to make the most of the generally substantial taxation benefits of migrating your pension fund to your new country.
- Please note, not all pension funds should be moved, or not immediately. Final Salary/Defined Benefit schemes need substantial UK analysis, by a UK FSA registered adviser, before any recommendation can be made.
UK Assets - General Advice on Australian & NZ Migration
- Advice on UK assets - property, endowments, ISA's and all other non-pension wealth (e.g. CGT minimisation, income tax, Foreign Investment Funds Tax).
- Transfer of Cash - Foreign Exchange Options (Currency Control).
- Fully registered UK IFA with back up services from an in-house International Tax Accountant for High Net Worth individuals.
- Affiliate offices in Australia & New Zealand to look after you once you have arrived in your new country.
International QROPS Pension Transfers
- For High Net Worth individuals with substantial pension benefits (too large to move into their new country given contribution or age restrictions including those already in UK Drawdown). These funds may be best left offshore from their new country, but outside the UK, due to visa type or taxation status (e.g. South Africa & Australia).
- For those eventually leaving the UK and looking to avoid the purchase of an annuity and protecting their benefits from UK Inheritance Tax (breaking ties with the UK).
- UK Portfolio reconstruction to assist with migration to the USA.
Tax law is constantly changing and it is important to note that no two cases are the same and as such individual advice must be sought on every occasion.
We have offices in the City of London and in Milton Keynes, however meetings can be arranged in Bristol, Manchester & Edinburgh should you require.
To arrange a meeting or to have a no obligation initial discussion, please contact us:
DMS Private Wealth is a trading name of Scottsdale Consulting Ltd. Registered Office: The Farmhouse, Bradwell Abbey, Milton Keynes, MK13 9AP. Registered in England No. 4627921. Authorised and Regulated by the Financial Services Authority.
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Dynamic Management Solutions Limited is a company registered in England and Wales with company number 3652783
and whose business address and registered office is 3rd Floor, 3 Copthall Ave, London, EC2R 7BH |
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