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The Financial Expat – Episode 6: How is my UK Pension Taxed Overseas

Nov 26, 2024

The Financial Expat – Episode 6: How is my UK Pension Taxed Overseas

Nov 26, 2024

In this episode of The Financial Expat, we explain how UK pensions are taxed and accessed by expats. From defined benefit and contribution schemes to the state pension, we cover key rules, tax implications, and why professional advice is crucial for overseas residents.

Key Topics Covered:

  • Types of UK pensions and how to identify yours
  • Taxation of UK pensions for overseas residents
  • Accessing your pension from abroad
  • The 25% tax-free lump sum: benefits and potential challenges
  • N-tax codes and their role in reducing tax liability
  • Death benefits and inheritance rules for pensions
  • The importance of professional financial and tax advice

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This communication is for informational purposes only based on our understanding of current legislation and practices which are subject to change and are not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.