Pensions ‘in-depth’: tax relief and annual allowances
Here we've gathered information around the law and mechanisms underpinning tax relief on pension contributions and matters relating to annual allowances, tapered annual allowance and the annual allowance tax charge.
Supporting annual allowance and tax relief calculations – ‘at a glance guide’
Amongst its many uses, the Pension Summary Report contains helpful summary information to assist your calculations and other processes associated with tax relief and annual allowances.
Introducing your Pension Summary report
Our complete guide details all you need to know about your client’s pension accounts at the touch of a button.
The annual allowance charge – Scheme Pays
Paul Squirrell, our pension expert, provides a step-by-step approach to calculating clients’ annual allowance charges. He also explains the two types of Scheme Pays, plus the process and deadlines.
Guides to aid your client discussions
Pensions 'in-depth': the lifetime allowance
LTA support material all in one place.
The beneficiaries flexi-access drawdown conumdrum
Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
Pensions, retirement and tax planning
Pensions and divorce, death benefits, allowances and much more.