Taxation

In most cases you will have to pay tax when you transfer your UK funds to Australia.

The taxation on UK pension transfers is quite complex and the tax consequences if your transfer strategy is not carefully thought through can be eye watering.

We include tax calculations in all our advice to you. We provide a taxation report before any withdrawal or transfer actions are taken.

All of the taxation figures that we use are sourced from our panel of specialist accountants and actuaries who have long term experience in the taxation of UK pension transfers.

We pay for these key figures as part of the fees that we charge our clients.