Overview

Significant changes to pension tax relief were announced by the Government on 14th October 2010. For a detailed review of the changes please refer to the briefing note titled Pension Tax Changes - Briefing Note.

If after reading the briefing notes you have further unanswered questions, in the first instance please refer to the Q&A's titled Pensions Tax Changes – FAQ's, which may be downloaded below.

Briefing Note

FAQ's

Meeting Tax Charges from Pension Benefits

Reduction in the LTA to £1.5M

What if I need specific advice after having reading the information above?

If you feel you require more specific advice after reading the information above, we shall be happy to assist, but would first refer you to our Client Agreement below, which sets out our mutual responsibilities to one another. 

As pensions advice is a complex area we will also require you to complete and return a confidential Fact Find (see below) prior to being able to advise you. One of our pensions consultants will then call to discuss your requirements and agree the basis on which you wish to proceed; 

Client Agreement

Fact Find