UK Pension and Investor Visa

We help you navigate complexities and provide you with investment solutions to meet your needs.

If you are an investor looking to move permanently to New Zealand, our specialist advice can help you manage the complexities. 

We can provide advice for:

International investors, expats and overseas investments

Are you considering a move to New Zealand and unsure of the implications of your overseas investment portfolio? Cambridge Partners specialises in navigating and minimising risks related to the complexities of offshore assets. We take a holistic and long-term approach to help ensure that all cross-border obligations are achieved.

No matter your situation, if you intend to move to New Zealand and have overseas investments, a range of financial and tax implications must be considered.

In a world where information sharing between tax regimes is increasing, it is more important than ever to ensure that your financial assets are structured to maximise your long-term outcomes.

At Cambridge Partners, we have experience advising clients from the US, UK, Australia, and many other jurisdictions, ensuring appropriate tax and legal advice is sought where necessary. Our goal is to make your financial transition to New Zealand as smooth as possible and provide clarity and confidence about your financial future.

New Zealand Investor Visa

If you are interested in applying for residency in New Zealand, the Government offers a pathway through the Active Investor Plus Visa. 

The Active Investor Plus Visa is for high-net-worth investors - individuals and families. To qualify, you must have NZ$15 million, or the weighted equivalent in available assets or funds, and spend at least 117 days in New Zealand during the 4-year investment period. 

Changes to legislation now remove New Zealand-owned property from the list of acceptable investments. Property investments can be made in managed funds or ETFs. Conditions apply. Please visit Immigration New Zealand for more information.

We work with your immigration consultant to ensure the investment strategy complies with visa criteria and reflects your situation and goals. More importantly, we ensure that there is a focus on holistic planning to simplify and bring peace of mind to your financial life.

UK Pension Transfer

Every UK pension scheme and person is different. So, while a general understanding of the critical issues is valuable, getting personalised advice from a Financial Adviser is essential to help you make an informed decision. 

For those who have lived and worked in the UK, the question of whether you should move your Defined Contribution or Defined Benefit pension plan is often front of mind. There are several advantages and risks involved in any transfer, and the advice can be different for each pension and person, depending on their situation.

We can help with:

Specialist Advice Team

Financial Adviser

johnny sharland

Johnny financial adviser at cambridge partners

Financial Adviser

Ashley Salt

Ashley financial adviser at cambridge partners

Client Services Manager

Tracy Willetts

Tracy at Cambridge Partners

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