Etiqueta 'UK pension funds'
Once you are resident in Spain, most UK pension income is only taxed here

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Taking your UK pension in Spain Tax and advisory issues to be aware of

A 2021 ruling determines that unless a pension is a Spanish or EU contract, transfers from ‘third country’ pension schemes to EEA pension schemes are subject to personal income tax on the whole fund value, up to 49.5% in the Balearics.

Cathal Rochford, Partner Blevins Franks14/11/2023 13:15

Plan your retirement with the help of an advisor

Plan your retirement with the help of an advisor

Plan your retirement with the help of an advisor.

GEMMA ANDREU 02/11/2023

A pensioner strolling along the beach

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Looking after your financial wellbeing

Your portfolio needs to be designed around your circumstances, needs, objectives and risk profile – too many people have investments that aren’t suitable and too risky for them.

Cathal Rochford, Partner Blevins Franks26/05/2023 13:09

Expatriates who have UK pension funds above £1 million

Expatriates who have UK pension funds above £1 million

Expatriates who have UK pension funds above £1 million (or likely to swiftly exceed this level) may have options to transfer to a suitable alternative pension scheme, depending on your personal situation.

EFE 31/03/2023

Expatriates who have UK pension funds above £1 million

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UK 2023 budget abolishes the pension lifetime allowance

Your lifetime allowance is the amount you can hold in combined UK pension benefits (excluding the state pension) before incurring additional tax charges.

Cathal Rochford, Partner Blevins Franks31/03/2023 11:38

Once you are resident in Spain, most UK pension income is only taxed here

Once you are resident in Spain, most UK pension income is only taxed here

Once you are resident in Spain, most UK pension income is only taxed here.

J.H. 01/12/2017

Pensions are usually key to financial security through retirement

Pensions are usually key to financial security through retirement

Pensions are usually key to financial security through retirement.

EFE 03/12/2015