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Maximising Your Pension Fund

A Tips & Advice Special Report about...

In a nutshell

This Special Report offers helpful advice to maximise the value of your pension fund. It covers the pension rules and how they affect your pension scheme. Whatever your situation, this Special Report ensures your efforts to build up your pension fund are legally safe and successful.

In detail

This Special Report 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?

It offers a host of ideas to get the most out of your pension savings. Plus, you’ll benefit from a number of ready-to-use documents.

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

Introduction

Pensions - where are we now?

Pension schemes

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

Tax planning

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)

Annuities

Appendices

Appendix A - flow chart

Appendix B - tax treatment of death benefits

Documents

In-year pension contribution - claim for tax relief

Pension premium record

You can choose from the following options...

Digital

  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Offer
Pages
Printed version
PDF-version
Online Service

 

 

PDF + ONLINE SERVICE

Special subscribers' offer

£72.00

£52.00

Only if you already have a subscription
55
 
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Standard offer

 

£72.00

55
 
Prices exclude VAT

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