The report includes:
– Tax consequences
– Financial implications
– Transfer comparisons
– Situation analysis
✓
✓
✓
Turnaround time from when we have collected all necessary information
Up to 5 days
24 hours
24 hours
Complimentary specialist tax consultation
✓
NZ advice
The advice includes:
– NZ scheme selection
– Fund investment options
– Tax analysis
– Statement of Advice
✓
✓
✓
Individual superannuation scheme options
✓
Turnaround time for scheme recommendation
Up to 5 days
24 hours
24 hours
Full transfer
service
Transfer service includes:
– Full document completion
– UK pension provider handling
– Dedicated UK transfer team
– NZ based consultant
– NZ scheme establishment
✓
✓
✓
Turnaround time for NZ steps
up to 2 days
12 hours
12 hours
Turnaround time in UK
UK provider dependent
UK provider dependent
UK provider dependent
FCA advice
UK FCA adviser regulated advice for defined benefit schemes with a value of over £30,000