Daniel Bosiacki looks at recent rule changes that affect overseas pension transfer advice...
HM Revenue & Customs (HMRC) statistics released in August confirmed that following a period of general malaise, more expats were once again taking their UK pensions abroad. Differing views will be held on the factors that drove previous behaviour, the motives behind the change in trend and the outlook for the short to medium term. What is up for less debate, however, is how recent rule changes may shape your recommendations going forward. Before we get stuck into the landscape today let's look back to the beginning of the latest significant reforms, starting with the removal of the li...
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