Taking your pension away with you - with an efficient UK tax planning solution

Taking your pension away with you - with an efficient UK tax planning solution

As a UK resident having moved abroad, it is likely you have built up a number of separate pensions. You have the option of keeping your existing UK pension plan(s) or transferring them into a Self-Invested Personal Pension (SIPP).

There have been numerous changes to the UK domicile rules. Do you understand how these changes impact the current income tax and inheritance tax planning available to non-UK domiciles and the remittance basis tax treatment?

What the landscape will look like when the UK extracts itself from the EU over the next year is far from clear and the years in retirement can bring about lots of changes too.

It is great to have a plan but we all want to be flexible if our plans have to change. As a UK national, David Denton of Old Mutual International will share with you what are the challenges, the options available, the factors that you should consider and how offshore bonds may benefit returning UK expatriates.

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Guest Speaker - David Denton

Head of International Technical Sales

As Old Mutual International’s technical sales manager, David works with financial advisors, their introducers and clients all over the world, specialising in taxation, trusts and pensions. With several decades of practical international experience, he is an accomplished presenter, having spoken on industry matters and technical subjects for trade bodies, private banks, international IFAs and training providers.