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Retirement & pension planning

Our expert wealth planners shared their advice on pension planning and preparing for retirement. Read our educational content here.

Post-COVID-19 tax planning: what can I do to mitigate tax rises?

Following the UK’s most recent Budget, we revisit our Post-COVID-19 Wealth Planning Guide on tax to look at just how the changes announced could affect you, as well as the potential for more changes to come.  

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What to do before 6 April 2021: your essential six-point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2021.

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Wealth planning for the year ahead

Read some of our wealth planning tips to help you plan for a successful financial 2021 and beyond.

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Post-COVID-19 Wealth Planning Guides

The impact of COVID-19 will be felt for years to come. As we adjust to a ‘new normal’ our wealth planning experts set out how and why your plans may need to adjust to protect your financial future.  

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Post-COVID-19 retirement planning: should I reconsider my retirement plans after COVID-19?

While the long-term effects of COVID-19 pale in comparison with the immediate loss of human life, we have been considering the effects of the disease on our clients in the future, particularly your plans for retirement.

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How can tax planning ensure you make best use of your pension annual allowance?

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’. 

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.