Please be aware that some information on this website may not be displayed properly on a mobile device
A range of investment planning solutions covering personal and business investments.
Our protection articles can help support your financial planning process and the opportunity to earn CPD hours.
Financial planning opportunities giving you information about inheritance tax and trust planning.
Pension issues for a divorcing couple, calculation of values and the opportunities to work with other professionals.
In this article we compare the tax benefits of an ISA and Pension.
A review of the reduction in the lifetime allowance from 6 April 2016 and the protections available.
A review of how continued membership, or joining a new, death in service scheme can impact on clients applying for fixed protection 2016.
A review of when accessing pension benefits will impact on means tested benefits.
An overview of the options available to a member of a UK personal pension scheme when they leave the UK
Points to consider for clients intending to transfer their UK pension benefits overseas
A look at the possible tax charges attached to an overseas transfer of UK pension benefits
Qualifying Recognised Overseas Pension Schemes (QROPS) and Qualifying Non-UK Pension Schemes (QNUPS) are overseas pension schemes
An overview of the pension flexibility rules effective from 6 April 2015
Pensions flexibility offers new opportunities to tax plan with other investment. This article looks at tax planning with pensions and investment bonds.
A review of the changes to PIPs announced in the Summer Budget 2015
This article compares the taxation, risk and access of a pension investment and a buy to let property investment.
A review of pension savings statements.
A review of the rules on how a pension will be treated in bankruptcy.
A useful piece of tax planning, combined with pension contributions
A look at the process for calculating and reclaiming tax via self-assessment on a pension contribution.
An overview of salary exchange arrangements, looking at the positive effects these may have on tax and pension savings
Considering the salary exchange planning opportunities for those earning over £100,000
This bulletin looks at who will pay the SRIT, how it is paid, and how pensions tax relief will operate.
A recap of S32s and GMP and the considerations for transferring
A review of the new Single State Pension from 6 April 2016
Details of the new tapered annual allowance announced in the Summer Budget 2015
An introduction to the TPR principles based guidance on incentive-led transfers, highlighting areas to discuss with your clients
The FSA's thematic review on pension transfers and an overview of the guidance for transfers to a SIPP
A review of lifetime annuities and planning considerations when discussing retirement income options
A lump sum can be taken from a pension using either flexi-access drawdown or UFPLS. This article compares the two options.
A summary of the HMRC Newletters on how PAYE operates with lump sum pension payments.
An overview of the two options where pension funds may provide financial assistance for clients in poor health
A look at the changes to the taxation of pension death benefits from 6 April 2015 and a tax planning opportunity.
Planning opportunities to maximise death benefits for future generations.
A review of the use of nomination form or trust in light of the new death benefit rules from April 2015
Back to top