Pensions
Technical Guide the facts
Practical Guide putting it into practice
- How to maximise pension savings
- Scheme specific tax free cash - the A-Day calculations
- Tapered annual allowance - decision tree
- Pension death benefits and the lifetime allowance - decision tree
- Death benefit nominations
- DB transfers and the appropriate limit
- Using drawdown tax efficiently
- Video case study: LTA planning and wealth transfer (9 mins)
- Summary of LTA protection
- Salary sacrifice funding options
Thought Leadership our insights on current topics
- LTA & legacy planning – when should excess be crystallised?
- Legacy planning with pensions
- Webinar: LTA planning – when should excess funds be crystallised? (36 mins)
- DB transfers - navigating the appropriate limit
- Pensions Awareness Day – five LTA myths which could cause clients to cease funding prematurely
- Webinar: DB transfers - planning around the appropriate limit (16 mins)
- Pension death benefits - right pension, right nomination, right now?
- Is the LTA charge a price worth paying?
- Annual allowance tax – the ‘scheme pays’ clock is ticking
- Planning around the tapered annual allowance - five traps to avoid