Overseas pension transfers: How recent rule changes impact recent and future advice

clock • 3 min read

Daniel Bosiacki looks at recent rule changes that affect overseas pension transfer advice...

HM Revenue & Customs (HMRC) statistics released in August confirmed that following a period of general malaise, more expats were once again taking their UK pensions abroad. Differing views will be held on the factors that drove previous behaviour, the motives behind the change in trend and the outlook for the short to medium term. What is up for less debate, however, is how recent rule changes may shape your recommendations going forward. Before we get stuck into the landscape today let's look back to the beginning of the latest significant reforms, starting with the removal of the li...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Takes case to The Pensions Ombudsman

clock 10 September 2026 • 2 min read
Pension changes to impact more than half of advised clients

Pension changes to impact more than half of advised clients

Advisers’ biggest concern is not understanding the pension IHT rules

Sophia Panayi
clock 09 September 2026 • 2 min read
HMRC updates on information sharing for IHT on pensions

HMRC updates on information sharing for IHT on pensions

Second technical note

Alex Levy
clock 01 September 2026 • 2 min read