Skip to main content

This is a new service – your feedback will help us to improve it.

  • RE: QROPS 5 Year Tax Rule

    Hello there. Moved from the UK to New Zealand in 2015 and have been tax residents only in New Zealand since 2016. Then, transferred a UK pension to a QROPS in February 2019. In September 2024, turning 55 years of age, am I correct in thinking there is no UK tax obligations for taking a 25% lump sum? Thank you 

    Name removed admin