Pensions
Technical Guide the facts
- Lifetime allowance
- Annual allowance
- Tax free cash
- Guaranteed minimum pension (GMP)
- Employer pension contributions
- Individuals' pension contributions
- Pensions and IHT
- Scheme specific tax free cash protection
- Uncrystallised funds pension lump sums (UFPLS)
- Triviality and commuting small pensions for cash
CII/PFS accredited CPD learning that helps take your business forward
- Understanding pension transfers - DC to DC
- Understanding pension transfers - DB to DC
- Understanding individual protection
- Understanding fixed protection
- Understanding the lifetime allowance
- Recycling tax free cash and income
- Understanding employer pension contributions
- Understanding individuals' pension contributions
- Understanding pension salary sacrifice
- Understanding the pension annual allowance
Practical Guide putting it into practice
- Using drawdown tax efficiently
- Death benefit nominations
- How to maximise pension savings
- The tapered annual allowance - adjusted income and threshold income
- Scheme specific tax free cash - the A-Day calculations
- Pension death benefits and the lifetime allowance - decision tree
- Salary sacrifice funding options
- Tapered annual allowance - decision tree
- Case study - maximising pension contributions
- Summary of LTA protection
Thought Leadership our insights on current topics
- Tax year end planning 2021 - top 10 checklist
- COVID-19: Government support and the impact on auto-enrolment and pension funding
- Tapered annual allowance - could high earners contribute more this tax year?
- Tax planning with redundancy payments
- LTA & legacy planning – when should excess be crystallised?
- Getting the most from pension savings
- Is the LTA charge a price worth paying?
- Debunking the myths on the best way to take tax free cash
- Pension or dividend? The tricky business of profit extraction
- Pension death benefits - right pension, right nomination, right now?