Contributions

10 April 2024

Tax rates and allowances in relation to pensions
Tax rates and allowances in relation to pensions for the 2024/25 tax year and for earlier tax years

13 March 2024

Tax year end planning checklist for individuals - 2023/24 tax year
Suggested planning considerations for individuals for the end of the tax year - updated for Spring Budget 2024 announcements

07 March 2024

Using pension contributions to reduce bond tax
Tax on chargeable event gains. How a pension payment, in certain cases, can reduce or eliminate the tax charge on a chargeable event gain

26 February 2024

Year End Tax planning - company taxation planning in 2024
Company taxation planning at the end of the accounting year

14 February 2024

Case study: alternative wrappers in retirement
Other ways to provide a regular payment stream in retirement as an alternative to the traditional pensions that lots of clients rely on when they retire and why bonds can be a useful part of your client’s portfolio in planning for retirement

06 December 2023

Maternity, paternity and adoption leave and pensions
The rules governing maternity, paternity and adoption leave and how pension provision is affected where such leave is taken

16 November 2023

Tax relief for personal pension contributions (self-employed) - a case study
The criteria for tax relief to be given for a self-employed individual paying into a personal pension and how that tax relief works

08 November 2023

Talk Money Week 2023 - Think carefully before stopping or reducing pension contributions
Why it’s important for individuals to think carefully before stopping or reducing pension contributions. Stopping or reducing pension contributions can increase the individual’s funds in the short term, but what about when they retire?