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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 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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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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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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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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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.