Pension and tax planning guides
A range of guides, factsheets and insights to support you and your clients.
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.Download your interactive toolkit
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 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.