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Retirement

relief as treasury makes only minor changes

Retirement | 11 Dec 12

relief as treasury makes only minor changes

The global QROPS industry breathed a collective sigh of relief this morning as HM Treasury released a Draft Finance Bill that contained only a relatively minor increase in reporting requirements for administrators of overseas pension schemes.

sovereign launches its first malta qrops and lite

Retirement | 10 Dec 12

sovereign launches its first malta qrops and lite

Sovereign has launched a new Malta-domiciled QROPS, its first based in the jurisdiction, as well as a “lite” version of its Gibraltar based Calpe Retirement Benefit Scheme.

new zealand qrops face potential 33 tax rate

Retirement | 30 Nov 12

new zealand qrops face potential 33 tax rate

Pension transfers from overseas schemes into New Zealand, including QROPS, may be subject to an “effective tax rate” of up to 33% if proposed changes to the country’s tax legislation go ahead.

new zealands evergreen qrops temporarily

Retirement | 28 Nov 12

new zealands evergreen qrops temporarily

The Evergreen Retirement Trust, a registered New Zealand superannuation scheme which benefits from being classified as a QROPs, has been “temporarily suspended” from HM Revenue & Custom’s list of such qualifying recognised overseas pension schemes, trust director Simon Swallow today confirmed.

kleinwort benson sells former close qrops business

Retirement | 27 Nov 12

kleinwort benson sells former close qrops business

Kleinwort Benson is to sell all of the offshore retail and pensions trust business it acquired from Close Brothers in 2011 to QROPS and QNUPS specialist, Overseas Trust and Pension.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.