Important News for Large Transfer Values – If the combined values of all your UK pensions (including past benefit crystallisation events such as transferring to…
Read More UK Lifetime Allowance Deadline – 5 April 2017 – Large Transfer Values
An opportunity exists prior to 1 July 2017 for some UK Pension Transfers given the recent Australian Super Changes. On 15 September 2016 the Government…
2018 UK DB (Defined Benefit/Final Salary) Scheme Update – some CETVs (Cash Equivalent Transfer Values) begin to decline. Two recent developments have caused a surge…
Nic Blakemore, Sterling Planners Director, talks about our Sterling Investment Options in this video: FOR CLIENTS CONCERNED WITH FLUCTUATING EXCHANGE RATES – retain and invest…
Read More Transfer and Invest in GBP Sterling – No Exchange Rate Concerns
Sterling Planners Investment Update for Q4 2016 – Did Trump trump Brexit? – click here for more details.
July 5 2016. For UK Pension Transfers to Australian QROPS, made between 6 April 2015 to 30 June 2015 (inclusive), HMRC has confirmed such transfers WILL…