Maximising Your Pension Fund
A Tips & Advice Special Report about...
In a nutshell
This Special Report helps you maximise the value of your pension fund. It covers the pension rules and how they affect your pension scheme, taking into account the latest legislation. It also offers a host of ideas to get the most out of your pension savings. Whatever your situation, this Special Report ensures your efforts to build up your pension fund are legally safe and successful.
With so many changes to the pension rules over recent years, it’s difficult to keep up. This Special Report brings you quickly up to speed and answers important questions such as:
- Which different types of pension exist?
- How do you make cost-effective pension contributions?
- What are the options to withdraw money from your fund tax-efficiently?
- What are effective tax planning strategies?
This Special Report, full of useful advice, will help you keep more money in your pocket and out of HMRC’s.
We've created this Tips & Advice Special Report especially for...
Business owners, company directors and anyone with a pension that wants to:
- Know which pension schemes work best in their situation
- Build up a pension fund in a safe and tax-effective way
- Get the most from future pension savings
Financial advisors and accountants that want to:
- Be aware of all the complicated pension rules scheme for their clients
You'll get the following free extras with this Tips & Advice Special Report...
An online service with ready-to-use documents
- To immediately apply our advice and solutions in practice
- That you can easily adapt to suit your own requirements
In this Tips & Advice Special Report you'll read about...
Table of contents
Pensions - where are we now?
Self-invested personal pensions (SIPPs)
Small self-administered schemes (SSASs)
Executive pension plans (EPPs)
Making pension contributions
Claiming tax relief on pension contributions by individuals
Pension input periods (PIPs) and carry-forward
Contributing to retirement annuity contracts
Timing of company pension contributions
In specie contributions
Salary sacrifice schemes
Recycling tax-free cash
Pension income recycling
Payment options on death
Recruitment annuity contracts (Section 266) and inheritance tax
Taking your pension
Small pot pension payments
Uncrystallised fund pension lump sums
Flexi access drawdown
Pension commencement lump sums (tax-free cash)
Appendix A - flow chart
Appendix B - tax treatment of death benefits
In-year pension contribution - claim for tax relief
Pension premium record
You can choose from the following options...
- The PDF-version
- Delivered to your inbox
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