Pension and tax planning guides
A range of guides, factsheets and insights to support you and your clients.
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.Download guide
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Pension considerations at tax year end
A 17 minute video
Pension and tax experts Paul Kennedy and Paul Squirrell take us through a step-by-step approach.
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.View videos