Pension lifetime allowances 26th November 2019 It’s difficult to avoid reading or hearing about the ongoing NHS staffing crisis, which, allegedly, is connected to the... Read more
The mind boggling complexity of Pension Allowances 7th May 2019 “The mind boggling complexity of Pension Annual Allowance contribution rules and Pension Lifetime Allowance tax charges has again been... Read more
The (sometimes surprising) taxation of pension income 24th April 2019 The amount of Income Tax deducted from a single pension lump sum withdrawal or the first payment of regular... Read more
How much can I safely withdraw from my pension pot? 26th February 2019 We’re often asked “how much can I spend each year from my pension fund or investments and not worry... Read more
Worried about the Pension Lifetime Allowance? 23rd November 2017 What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions... Read more
Is deferring the State Pension still a good deal? 26th October 2017 We are regularly asked, “Is deferring the State Pension still a good deal?” As with many questions the answer... Read more
Review existing pensions 28th September 2017 As we move through our working life, almost inevitably we can build up a collection of pensions from previous... Read more
Passing pensions down the generations 18th September 2017 The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free... Read more
Withdrawing from your pension 16th June 2016 How much of my pension can I spend each year and not run out of money? A very common... Read more
The new State Pension: what the changes mean for you 18th April 2016 The new State Pension has been introduced for people who reach State Pension age on or after 6 April... Read more