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28 Nov

Posted at 13:05h in Media

It is now mandatory for a UK-based adviser with appropriate pension permissions to advise on and transact any transfer from a UK pension scheme that is defined benefit or which has safeguarded benefits, where the transfer value exceeds £30,000. This follows the introduction of the...

28 Oct

Posted at 12:43h in Media

Three more Australia-based pension schemes have been added to HM Revenue & Customs’ list of recognised overseas pension schemes (ROPS), but no publicly available ROPS are yet included. The extra schemes added to the list on 15 September, are the Commonwealth Superannuation Scheme (CSS), Locke...

01 Jan

Posted at 12:33h in Media

When either new arrivals or former Australian residents land permanently on Australian soil, they will invariably have assets accumulated offshore. These may involve complex issues regarding controlled foreign company, foreign investment funds, transferor trusts and deemed present entitlement tax provisions. In this article, we focus...

31 Jul

Posted at 15:30h in Media

BRITISH PENSIONERS living abroad watched In disappointment on 28" May a11 the the UK House of Lords appeal committee decided their pensions would not be increased, writes Darion Pohl....

31 Mar

Posted at 15:28h in Media

Managing your finances can be a tricky business at any time, but when you are emigrating to a new country things can be even more complicated. Financial specialist Darian Pohl unravels the business of organising your pension. OK THEN. You've finally decided you want to...

30 Apr

Posted at 15:25h in Media

SO, YOU'VE APPLIED TO move to Australia and maybe you've even eceived your visa. You little ripper! - says Darion Pohl of financial advisers Prism Xpat. But what are your plans for your UK pension assets? The recipe is as follows: ...