Pension and tax planning guides

A range of guides, factsheets and insights to support you and your clients.

The pension lifetime allowance

In this guide, we examine some of the aspects of the lifetime allowance and how it can affect retirement planning.

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Retirement planning and pension toolkit

An interactive 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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Tax tables 2019/20

Find all the tax rates and threshold for the tax year - 2019/20.

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The State Pension – a technical guide

Here we examine the differences between the old and new State Pensions and the options open to clients should they wish to boost their entitlement or defer their State Pension.

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Pension death benefits and tax

An 18 minute video

Pensions can play a far more dynamic role in terms of succession and inheritance tax planning. Paul Kennedy explores both the structure and taxation of death benefits from money purchase pensions.

Retirement videos to support CII exams

Watch our technical videos to improve your knowledge or prepare for your upcoming pension exams.

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Introducing you to our pension