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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.

Why is it important to understand complex pension rules?

Pension rule changes and financial planning might not be that exciting a topic – but, let’s face it, we are all mere mortals who are getting older and living older. This stark reality means we need to plan for a long retirement as effectively as we can. And we need to make sure our pension pots are as full of coin as they can possibly be. But how can we best plan for the future?

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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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Why is it important for your pension and tax planning to check if you are putting too much into your lifetime pension?

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.

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Six key questions to help you plan your finances well ahead of the next tax year end

Our independent wealth planners set out six questions to ask yourself well ahead of the next tax year end to help make your money go further.  

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Boost your pension by making use of unused pension allowance

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. 

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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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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.