UK to New Zealand Financial Advice

If you are considering Emigration to New Zealand then Montfort International is expert in providing New Zealand tax advice and New Zealand financial advice to ensure that your tax position is mitigated. We also give advice regarding New Zealand pension transfers.

Should you decide to engage us after your free initial financial assessment, then we will write a financial plan or pension report tailored to your circumstances. Montfort will then prepare a financial strategy for leaving the UK, which will include New Zealand tax and financial advice.

There are also considerable tax advantages in New Zealand pension transfers from the UK, where funds can be accessed tax-free at retirement, providing this is outside of the reporting period of the Qualifying Recognised Overseas Pension Scheme (QROPS) into which they must first be transferred.

Montfort will provide a full analysis of your UK pensions, considering all UK options, and give New Zealand pension transfer advice to mitigate your tax position. This is important where large pension funds are involved (particularly within final salary occupational schemes), and UK authorisation would be required.

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