UK Pension Transfers

• Many people prefer to have their money invested and managed in the country where they live.
• You can continue to add to your retirement savings if you want to.
• Unlike the UK, there is currently no inheritance tax in New Zealand.
• Your money will be managed locally, giving you access to global managers but with a local presence.
• You will be able to talk to a local representative if you ever need assistance or have questions.

If you hold assets outside New Zealand, such as property or income, it's important to check your tax arrangements to make sure you're paying the right tax in the right country. You also need to do this if you have legal or financial responsibilities – liabilities – outside the country.

Whether you're a tax resident in New Zealand may affect what you might decide to do about any assets or liabilities outside this country.

Whether you're returning or immigrating to New Zealand, you may qualify for a transitional tax residency to ease your move.