Some of these blog posts were written prior to our re-brand from Prism Xpat to PX Pension Exchange. All articles were based on market conditions and legislation at the time of publication. Market conditions and legislation are subject to change over time. For further information on any of the attached, please contact us.

Australians returning to Australia after a period of working in the UK share certain characteristics with those of their host nation who are looking to emigrate to Oz, either to work there themselves or to retire. Both groups have a tendency to plan everything well...

Australian prime minister Malcolm Turnbull has scrapped controversial plans for an A$500,000 lifetime non-concessional cap on workers’ superannuation contributions – which would have been back-dated to 1 July 2007, and would have included transfers from the UK – in favour of a compromise arrangement. The...

If you have a UK pension fund, you are likely to be impacted by reforms as an emigrant to Australia. The latest reforms were announced by the Australian Treasurer Scott Morrison in May’s Australian federal budget. Whilst some of the reforms are yet to be...

The Australian government has scrapped plans to introduce a controversial A$500,000 (£286,598, $383,675, €341,174) lifetime cap curbing the amount people can save into their pensions. Treasurer Scott Morrison confirmed the U-turn on the proposed limit, which would have applied to after tax or non-concessional contributions...

On leaving the UK, a common misconception is that you are then leaving the UK Inheritance Tax (IHT) net. In many cases though, the HMRC taxes your worldwide estate, even if you have been living in Australia or New Zealand – including if you have...

Prism Xpat has now received notification that where pension funds were transferred from a UK pension to a QROPS abroad between April 2015 and Mid 2015, and the QROPS was then taken off the HMRC list in mid 2015, the pension transfer will be allowed...