Cost of Lifetime Allowance Advice

Cost of Lifetime Allowance Advice We charge for lifetime allowance advice in one of two ways. One, we either work with you to fill the gaps in your knowledge on…

Defined Benefits Pensions (DB)

Defined Benefits Pensions (DB) The pension is designed to provide a guaranteed, index-linked, pension income in retirement. The pension does not have a cash equivalent value and is valued based…

Self-Invested Personal Pension (SIPP)

Self-Invested Personal Pension (SIPP) Self-Invested Personal Pension or SIPP’s were first introduced in 1989 to give pensioners more flexibility in their pension planning. Since then they are now becoming the…

Lifetime Allowance Strategies

Lifetime Allowance Strategies There are several strategies that can limit the lifetime allowance that you may need to pay in the future. As with all financial planning, the personal circumstances…

Limit your Lifetime Allowance Tax Charge

Limit your Lifetime Allowance Tax Charge When approaching the lifetime allowance limit, one option is to crystallise the pension completely so that it is tested against the pension lifetime allowance…

Great Idea for Tax-Free Cash

Great Idea for Tax-Free Cash Having a high-value pension is great news. However, any income drawn from it is taxed as income for the pension holder alone. This makes it…