Endowments/Pensions etc
Jan 4th 2008, 11:11 am
#1
BE Enthusiast
Thread Starter
Joined: Aug 2006
Posts: 757
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
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
Jan 4th 2008, 4:27 pm
#2
Migration Agent
Joined: May 2002
Location: Offices in Melbourne, Brisbane, Perth, Geelong (Australia), and Southampton (UK)
Posts: 6,459
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.
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.
