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Tax Planning for Retirement

Tips and advice to pay less tax

A Tips & Advice Special Report about...

In a nutshell

This Special Report is full of valuable tips and advice to maximise your retirement savings. It looks in detail at the most tax-efficient strategies for business owners and individual pension savers alike. Reflecting the latest legislation and HMRC practice, this Special Report helps you achieve the financial freedom to enjoy your later years.

In detail

In this Special Report, we cover the most tax-efficient ways to build up your pension. Use it to:

  • Maximise your state pension entitlement
  • Minimise the tax when you sell or wind up your business
  • Boost the value of your pension fund
  • Make use of occupational pension schemes
  • Invest in tax-advantaged savings schemes

Increasingly, the government expects individuals to provide retirement income for themselves. Whatever method you choose to save for retirement, there’s a wide range of tax and NI incentives you can take advantage of. In plain English, this Special Report helps you plan smartly and pay less tax in retirement.

We've created this Tips & Advice Special Report especially for... 

Company owners and directors, individuals that want to:

  • Protect their future by increasing the value of their pension fund
  • Know the most tax-efficient strategies to save for retirement
  • Enjoy a financially secure and worry-free life later

Tax advisors that want to:

  • Provide up-to-date tax planning advice 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

Pension scheme basics

Registered pension schemes

Paying pension contributions tax efficiently

The state pension

Taking pension benefits - pension income options

Pension income planning

Pension recycling

Unapproved pension arrangements

Alternative saving options

Property portfolios

Using your business as a pension pot

Winding up the company

Selling investments to maximise relief

Retiring overseas


Appendix A - final salary contribution rules

Appendix B - example calculations

Appendix C - setting up an OpRA

You can choose from the following options...


  • The hard copy version
  • Keep it on your desk or use it whenever you're offline


  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Printed version
Online service



Printed version




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Special subscribers' offer



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Standard offer




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