Retirement & pensions
Our expert wealth planners shared their advice on pension planning and preparing for retirement. Read our educational content here.
Andrew Chastney breaks down the Spring Budget explaining what the changes might mean for you.
Ask yourself these eight questions to keep your retirement plans & your portfolio prepared for inflationary times.
In this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.
There is a limit to how much you can save into your pension tax-free over your lifetime, known as the lifetime allowance (LTA). It’s been controversial because the government has steadily reduced the limit down from £1.8m in 2012 to its current level of £1,073,100.
In this article we talk about how to maximise your personal pension tax relief, check your unused pension allowance and follow the pension carry forward rules.
If you are planning your retirement, it is important to understand the amount you can put into your pension each year in order to gain valuable tax relief, known as the ‘annual allowance’.
All blog categories
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.