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Pensions, retirement and tax planning for advisers
Unpicking the Autumn Statement 2023
Ahead of the Autumn Statement, which was delivered on 22 November 2023, we saw the usual conjecture as to what the Chancellor may announce. This time there were rumours around the introduction of an additional ISA allowance and possible changes to the inheritance tax (IHT) regime. Most of the speculation proved to be baseless – the headline-grabbing announcements were all centred around cuts to National Insurance contributions. There was also some tinkering with ISA legislation while it was confirmed the existing pensions Lifetime Allowance framework will be replaced.
Key points at a glance Analysis by Paul SquirrellIn focus
Tax tables 2024/25
Plan ahead with the latest tax tables – all the rates and thresholds for 2024/25.
Tax tables 2023/24
All the rates and thresholds for 2023/24.
The State Pension: The new vs. the old
We examine the differences between the old and the new State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension.
Explaining how pension withdrawals are taxed
To aid your client discussions, here is a practical guide where we explain how the tax on a pension withdrawal is administered and outline the process for reclaiming any overpaid tax.
Contact us
If you would like to talk to one of our specialists about technical matters, please email us with a brief explanation of your enquiry and we will be in touch as soon as we can.
Our range of downloadable materials
Key areas of interest
The State Pension
Here we examine the differences between the old and new State Pensions, including inheritance, deferring and marital status.
Pension annual allowance
Find everything you need to know about the pension annual allowance including; what counts towards it, carry forward and more.
Expression of Wish: pension death benefit nominations
Explore expression of wish forms in detail, pension death benefit nominations and access to other useful guides.
Pension lifetime allowance
Here we delve into the pension lifetime allowance including; protection, benefit crystallisation and access to useful training videos.
Retirement and pensions training
Watch our 46 short retirement videos, totalling over five hours of learning, to improve your knowledge or prepare for upcoming CII exams.
Continuing Professional Development
We understand that Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. Please use our form to record any learning and development activities you have undertaken, from the range of support of materials available on our website.
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