UK Pension Transfers & NZ Financial Services for Brits

Exchange rates are variable, and a few months can make a big difference in the amount of Dollars you can get for your Pounds.

If you have funds that you do not need to access in your first few months in New Zealand, you may wish to consider an investment vehicle where you can keep your money in pounds.

We have several excellent products available where you can maximise your return and have a solid investment. Interest rates are generally similar to what you would receive for a term investment held in Pounds in the UK, but can offer more flexibility. Where the investments are offshore you can take advantage of the NZ tax exemption for new residents. 

Please contact us to discuss which of these options may be suitable for you.