Pensions, retirement and tax planning

In focus

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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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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Explaining how pension withdrawals are taxed

To support you and your clients, we've created a practical guide where we explain how the tax on a pension withdrawals is administered and outline the process for reclaiming any overpaid tax.

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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

Printed copies and literature library
Our Pension

Five key areas of interest right now

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