British Expats - Search Results

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Forum: Canada

Dec 15th 2011, 2:39 pm

Replies: 8

QROPS

Views: 1,418

Posted By RWolfe

Re: QROPS

The key point with QROPS is that you need to take into account both CRA and UK HMRC - The recent consultation makes it clear that HMRC will be seeking unauthorised tax charges for clients going...

Forum: Canada

Dec 13th 2011, 3:39 pm

Replies: 8

QROPS

Views: 1,418

Posted By RWolfe

Re: QROPS

Re point 5 - My understanding is that any lump sum taken would be liable to income tax if you are resident in Canada?

Forum: Canada

Dec 9th 2011, 8:08 pm

Replies: 7

Transferring UK Pension to Canada

Views: 2,136

Posted By RWolfe

Re: Transferring UK Pension to Canada

UK HMRC have issued a consultation document in the form of new draft regulations. The proposed new rules tighten/clarify rules in a number of areas. The following HMRC link highlights the reasoning...

Forum: Canada

Dec 6th 2011, 9:43 pm

Replies: 7

Transferring UK Pension to Canada

Views: 2,136

Posted By RWolfe

Re: Transferring UK Pension to Canada

Any help on this would be appreciated, I have 2 questions:

1) When transferring via the QROPS arrangement - I've heard that the money has to be held in a temporary account first (called a...

Forum: Europe

Dec 6th 2011, 9:24 pm

Replies: 91

QROPS

Views: 20,480

Posted By RWolfe

Re: QROPS

Out of interest I worked with London & Colonial before moving to Canada. This firm have some quality staff - the Chairman is the author of the standard text on pensions law. The article nicely...

Forum: Europe

Nov 30th 2011, 5:49 pm

Replies: 91

QROPS

Views: 20,480

Posted By RWolfe

Re: QROPS

The following is a link to an article that highlights the 5 year non uk residency position.
http://www.escapefromamerica.com/2009/06/hmrc-gets-tough-on-qrops-abuse/
Agreed that a general QROPS...

Forum: Europe

Nov 29th 2011, 3:51 pm

Replies: 91

QROPS

Views: 20,480

Posted By RWolfe

Re: QROPS

Hi - I am very interested in this area.
Did you see my article on this subject? (see below) - this attempts to highlight main considerations regarding your private pension options.
In analysing...

Forum: Canada

Nov 3rd 2011, 8:23 pm

Replies: 7

Transferring UK Pension to Canada

Views: 2,136

Posted By RWolfe

Re: Transferring UK Pension to Canada

Two areas I would recommend viewing:
http://www.ifaonline.co.uk/professional-adviser/feature/1598253/dispelling-qrops-myths

Also the following article highlights a number of points to consider:...

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