OverviewTechnical matters
Technical matters
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Tax planning insights and practical tips
Here we look at the planning tasks that may be required when managing client accounts and highlight resources that can help ease the process.
Practical tips for managing client accounts
Jon Hale runs through some practical, straightforward actions you can take on our platform to help with the management of client accounts. He also highlights some guides and reports that you may find helpful at tax year end.
Pension
A range of materials available including guides to help with client discussions.
ISA and Investment Accounts
A range of materials available. We’ve also detailed the Bed and ISA process and provided some pointers for calculating capital gains on Investment Accounts.
Making the most of client data
Find out about the numerous reports you have access to on our platform which can assist in managing your business more efficiently.
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.
The value of investments and the income from them, can go down as well as up, so clients may get back less than they invest. The value of benefits depends on individual circumstances. The minimum age clients can normally access their pension savings is currently 55, and is due to rise to 57 on 6 April 2028, unless they have a lower protected pension age. Different options may have different effects for tax purposes, different implications for pension provision and different impacts on other assets and financial planning.