About Lyfords
Why Transfer
On-going Advice
About Us
Lyford Investment Management Limited is operated by Alison & Richard Renfrew. The company provides advice based on decades of experience. Both Alison and Richard have earned their Diplomas in Financial Planning, are Certified Financial Planners (CFP is an internationally recognised designation) and are Trusted Advisers (awarded by Financial Advice New Zealand).
Check out Meet the Team page for our other advisers and admin.
In addition to Lyfords UK Pension Transfer service, advice is available on wealth management, retirement planning, diversified investment portfolios, and personal insurance.
Why Transfer my pension?
We can also inform you on how much tax you will pay when you transfer your UK pension to NZ.
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Transfer Process
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QROPS New Zealand News
UK Inheritance Tax Changes (6 April 2027)
What Does This Mean for UK Pensions Transferred to New Zealand? Significant changes to the UK's Inheritance Tax treatment of pensions are due to take effect from 6 April 2027....
Second Quarter 2026 Lyfords Newsletter
The second quarter of this year was highlighted by strong corporate and investor resilience in the face of ongoing trade and geopolitical uncertainties. With the AI investment...
New rules, new opportunities, new risks
UK Pension Transfers to New Zealand in 2026: New Rules, New Opportunities, and New Risks For thousands of British expats and returning New Zealanders, transferring a UK pension...