From 6 April 2027, most unused UK pensions funds and death benefits on non-UK retirement funds will be included in a deceased person’s estate for Inheritance Tax (IHT) purposes whether the individual is tax resident in the UK or not. This represents a further extension of UKs IHT rules which transitioned to a residence-based framework from 6 April 2025.
In addition, major changes to Australian tax rules were announced in the May Federal Budget, some of which (capital gains tax rules) apply from 1 July 2027, and others (relating to Trusts) apply from 1 July 2028.
Never has there been a time when it is so important to understand the tax changes that affect you, particularly if you hold assets in foreign jurisdictions such as the UK.
In this webinar, tax experts from Majenda, Forest Wealth and Fairway Tax & Accounting will explore the key cross border issues that Australian resident individuals with interests in the UK should be aware of. This will include a summary of the main tax issues along with an exploration of the UK pension options, including the use of SIPPS as well as transferring funds to an Australian QROPS, if and when the individual is eligible to do so.
Tickets
Individual Ticket
Member: $0
Non Member: $25
Geoff Taylor
Partner - Majenda Australia
Geoff Taylor
Partner
Geoff is a tax accountant and Australian financial planner who has for the last 19 years has specialised in advising Australian expatriates living in the UK, Switzerland and the Middle East.
He is co-author of the eBook entitled ‘Tax and Investment Tips for Aussie Expats Living and Working in the UK’ and is a regular presenter on expat matters in various jurisdictions around the world.
Geoff’s professional qualifications include a Master of International Taxation degree from the University of Sydney and an MBA (Executive) from the Australian Graduate School of Management. He is also a Fellow of CPA Australia, a Chartered Tax Advisor (CTA) and recently has completed a qualification in UK Inheritance Tax at the London School of Finance and Law.
Nathan Andrews
Partner - Forest Wealth
Nathan Andrews
Partner
Nathan Andrews, Partner IFA of Forest Wealth, based in the Cotswolds UK, has been advising clients globally on UK pensions (SIPP's and QROPS) since 2009.
Forest Wealth assists individuals in key locations across the world initially by helping them to simply understand their UK pension options. A pension will, for most people, comprise a significant portion of their overall assets and we strive to help people make the most of their pensions in the most secure, tax-efficient and flexible manner, with the advice process ensuring that they may arrive at informed decisions.
Joanne Lamberth
Co-Managing Director & Head of Tax - Fairway Tax & Accounting
Joanne Lamberth
Co-Managing Director & Head of Tax
Joanne Lamberth is the Joint Managing Director and Head of Tax at Fairway Tax and Accounting, with more than 30 years' experience in UK and Australian taxation. Having trained at PricewaterhouseCoopers and Grant Thornton, she specialises in advising clients on cross-border tax matters and international relocations between the UK and Australia. Joanne combines her professional expertise with her own experience as a migrant to help clients navigate complex tax and financial issues. She holds tax and accounting qualifications in both the UK and Australia, is a Registered Australian Tax Agent, and is passionate about delivering practical, client-focused advice.
