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2026/27: planning ahead

All the rates and thresholds in one place.

Annual tax vouchers

Copies of clients’ annual tax vouchers for 2025/26 will be available online from end of April 2026 so you can see what income payments they have received. You also have access to the Annual Distribution Summary report via our Reporting Services.

Here is a guide designed to help your clients understand the tax voucher and the information it contains. It shows the various types of income your clients' investments have produced and any tax we may have deducted.

Download here

The annual allowance charge – Scheme Pays

Scheme Pays can be a complicated area. In this guide, Paul Squirrell, our pension expert, provides further details on calculating a client’s annual allowance charge, including two case studies.
 

Download here

Pension Allowance Charge form

A client should use this form to pay the annual allowance charge if they have exceeded their annual allowance, tapered annual allowance or money purchase annual allowance.
 

Download here

Articles of interest

Pensions: The regulatory runway

What pension changes are coming?

Are your clients’ Expression of Wish forms ready for the 2027 IHT shift?

Having an up-to-date Expression of Wish form is vital when it comes to succession planning. However, this is often not the case.

Inheritance tax - Give while you live

Using pension savings to sidestep inheritance tax

Other areas of interest

The Pension forum

Paul Squirrell, our pension expert, answers technical questions which routinely come up. You can also submit questions you may have.

Technical matters

A range of technical insights on retirement, tax planning and regulatory updates.

Creating retirement income for your clients

Here we present insights and ideas on ensuring a client’s income lasts a lifetime.

Help and support

Answers to the most commonly asked questions by users of our platform.

Client management

All aspects of your clients’ accounts managed through our secure online product administration system.

Adviser fees

A transparent and flexible approach to charging.

Please note that with pension products, your clients will not be able to withdraw their money until the normal minimum pension age, unless the client has a lower protected pension age. Tax treatment depends on individual circumstances and all tax rules may change in the future. The value of investments and the income from them can go down as well as up so your client may get back less than they invest.

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