Pensions
CII/PFS accredited CPD learning that helps take your business forward
Practical Guide putting it into practice
- Scheme specific tax free cash - the A-Day calculations
- Salary sacrifice funding options
- Using drawdown tax efficiently
- Death benefit nominations
- How to maximise pension savings
- Tapered annual allowance - decision tree
- Pension death benefits and the lifetime allowance - decision tree
- Registering for LTA protection
- Summary of LTA protection
- DB transfers and the appropriate limit
Thought Leadership our insights on current topics
- Is the LTA charge a price worth paying?
- Could your high earning clients now escape the tapered annual allowance?
- COVID-19: Government support and the impact on auto-enrolment and pension funding
- LTA & legacy planning – when should excess be crystallised?
- Debunking the myths on the best way to take tax free cash
- Pension death benefits - right pension, right nomination, right now?
- Pension or dividend? The tricky business of profit extraction
- Planning around the tapered annual allowance - five traps to avoid
- Webinar: LTA planning – when should excess funds be crystallised? (36 mins)
- Keep it in the family and double your allowances