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UK Pension Tax Advice

Let us help you access the right information to minimise your tax risk


We can give you tax guidance to manage your affairs before leaving the UK and show you how to make the most of your transitional tax residency period in New Zealand.

If you are moving to New Zealand and will retain any assets in the UK you need to know that New Zealand has first taxing rights on any worldwide income. It is important that you fully understand the recently introduced “Tax Rules for Foreign Superannuation Lump Sums” as these rules effect your UK pension scheme benefits.

For more information on the IRD tax rules for UK pensions transfers, you can read the IR1024 fact sheet or contact The Financial Migration Group tax advisers with any questions you might have.

Freephone 0800 42 1966


Navigator Accounting & TaxBridge can help you with your migration tax obligations

navigator accounting

If you have recently migrated to New Zealand or are planning to, we can help you make the most of the Transitional Residency Exemption, which applies to new migrants and returning residents and help you manage the taxation of offshore structures and assets, including migration of these to New Zealand before the end of any exemption period that applies.

TaxBridge specialises in providing New Zealand and cross border employment tax and personal tax advice for corporates, individuals and accounting firms who are looking to access deep technical knowledge and specialist advice.


 We offer a range of related financial services including Investment Planning,
KiwiSaver, Personal Insurances , Mortgages & International Taxation Advice.

COVID-19 Alert

As per the mandatory closure of non-essential businesses during the level 4 lockdown implemented by the New Zealand Government at 11:59pm on Tuesday the 17th of August, our offices will be closed from Wednesday the 18th of August.

We will reopen as soon as possible inline with government announcements. If you have an appointment with us over this period a member of our team will be in touch to reschedule.

We thank you for your patience during this time and will provide more information as it becomes available to us. Please stay safe.

The Financial Migration Group Team