Charter Square
Simon Swallow looks at what the proposed tax rate increase in New Zealand will have on pension transfers – will you accidently become one of the top 2%?
21st Sep 20, 3:12pm
Simon Swallow looks at what the proposed tax rate increase in New Zealand will have on pension transfers – will you accidently become one of the top 2%?
Simon Swallow says UK pension holders are moving quickly to control their pension entitlements but that NZ residents are ignoring the risks of not reviewing and acting quickly enough. The risks are rising
17th Mar 18, 11:38am
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Simon Swallow says UK pension holders are moving quickly to control their pension entitlements but that NZ residents are ignoring the risks of not reviewing and acting quickly enough. The risks are rising
Simon Swallow reviews the UK QROPS transfer situation into New Zealand especially in light of Brexit
19th Nov 16, 5:02am
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Simon Swallow reviews the UK QROPS transfer situation into New Zealand especially in light of Brexit
Simon Swallow gets practical about how the Brexit vote has changed the landscape for those with UK pensions and those thinking about transferring
2nd Jul 16, 8:59am
Simon Swallow gets practical about how the Brexit vote has changed the landscape for those with UK pensions and those thinking about transferring
Simon Swallow thinks the newer more straightforward system adopted by the IRD for UK pension transfers is to be welcomed - and the amnesty tax is a fair solution
14th Jun 16, 9:04am
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Simon Swallow thinks the newer more straightforward system adopted by the IRD for UK pension transfers is to be welcomed - and the amnesty tax is a fair solution
Simon Swallow says that while the turmoil from changing UK rules for QROPS has died down, new NZ rules will unsettle UK pension transfers again and in a significant way
16th Feb 16, 12:29pm
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Simon Swallow says that while the turmoil from changing UK rules for QROPS has died down, new NZ rules will unsettle UK pension transfers again and in a significant way
Simon Swallow says all the options have suddenly become bad for QROPS transfers to KiwiSaver. Is there something you can do?
23rd May 15, 11:19am
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Simon Swallow says all the options have suddenly become bad for QROPS transfers to KiwiSaver. Is there something you can do?
Simon Swallow points out there are more changes coming for UK pensions, and their government is defending its tax base
14th Apr 14, 8:01pm
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Simon Swallow points out there are more changes coming for UK pensions, and their government is defending its tax base
Simon Swallow explains the Government has granted a temporary stay of execution on foreign pension transfers
19th Feb 14, 11:55am
Simon Swallow explains the Government has granted a temporary stay of execution on foreign pension transfers
Simon Swallow explains the big differences between the two methods the IRD gives you to transfer foreign pensions to NZ
12th Dec 13, 6:38pm
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Simon Swallow explains the big differences between the two methods the IRD gives you to transfer foreign pensions to NZ
New IRD tax proposals will severely impact tens of thousands of NZ resident UK pension holders
19th Oct 13, 9:31am
New IRD tax proposals will severely impact tens of thousands of NZ resident UK pension holders
Simon Swallow explores the pros and pitfalls of transferring U.K. pension funds into KiwiSaver and comes to the conclusion it's a high risk proposition.
13th Sep 12, 3:19pm
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Simon Swallow explores the pros and pitfalls of transferring U.K. pension funds into KiwiSaver and comes to the conclusion it's a high risk proposition.