Pension and tax planning guides

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

Tax tables 2018/19

All the tax rates and thresholds you need in one place. Also includes a tax calendar so you don’t miss out on important deadlines.

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Advising on pension transfers

A summary of the FCA’s new guidance and proposals covering both the policy statement 18/6 ‒ Advising on pension transfers and the consultation paper 18/7 ‒ Improving the quality of pension transfer advice.

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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

In this video, Paul Kennedy, Head of Tax & Trust Planning for FundsNetwork, talks about the pension death benefits.

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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