21
Jan
2010
Deadline looming for tax free cash
Dangerous advice is sometimes the right advice. This Insight sets out a number of reasons why pre-55 vesting may be a good idea.
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06
Oct
2009
Smart pensions: actions to improve retirement outcomes
The latest in our retirement seminar series challenges much lazy thinking and conflicted advice about pensions to reveal a smarter framework for decision making, as part of an overall retirement goal.
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04
Apr
2009
Maximising the benefits of pension protection
All individuals with large pension funds who completed HMRC form APSS200 prior to the 5th April 2009 should by now have received their certificate of protection, stating the type of protection, ‘enhanced’, ‘primary’’, or ‘enhanced (dormant primary)’, that is currently in place. Used correctly, this essential document helps protect individuals from incurring a penal tax charge of 55% for exceeding the standard lifetime allowance (SLA).
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