Pensions, retirement and tax planning
In focus
Retirement planning and pension toolkit
A toolkit which allows you to easily dip in and out of various technical insights including the State Pension, death benefits, pension and divorce, lifetime allowance and more.
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Recommending our ISA and Investment Account
Our due diligence guide provides detailed information about our service and commitment, including the investment range, income options, bulk switching and much more.
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Tax tables 2019/20
Find all the tax rates and threshold for the tax year - 2019/20.
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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
Five key areas of interest right now
The State Pension
Here we examine the differences between the old and new State Pensions, including inheritance, deferring and marital status.
Pension death benefits
Explore the structure and taxation of death benefits from money purchase and defined benefit schemes.
Pensions and divorce
From earmarking orders, to pension sharing, lifetime allowance and offsetting, we cover the important technical details on penisons and divorce.
Carry forward
Help your clients save more into their pension with unused annual allowances from the previous three tax years.
Tapered annual allowance
Understand how you can work out your client's threshold and adjusted income to see if they will be affected by the tapred annual allowance.
Retirement and pensions training
Wach our 46 short retirement videos, totalling over five hours of learning, to improve your knowledge or prepare for upcoming CII exams.
Watch our videos
