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Endowments/Pensions etc

Endowments/Pensions etc

Old Jan 4th 2008, 12:11 pm
  #1  
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Default Endowments/Pensions etc

We have four endowments maturing in between 2009 and 2016 I don't want to cash any of them in and will leave money in an account to keep up the payments. We're in UK at moment until the house sells, whenever that is

What if any, are the tax implications on this? What have others done or found out?

Whilst realising we probably need to get specialist advice, can anyone recommend a financial advisor in this field, pref in the Cambs/Lincs areas?

Thanks
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Old Jan 4th 2008, 5:27 pm
  #2  
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Default Re: Endowments/Pensions etc

Wendy,

I recommend you search on this site and on the ATO's (www.ato.gov.au) on the subject of the Foreign Investment Fund Rules.

If you think you might want some formal advice feel able to send me an email, or to complete the details here:
http://www.collettandco.com/contact.cfm

Best regards.
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