Goodbye Tension, Hello Pension.
Whether you’re retiring and looking to access your pension, wanting to track down old pensions, or simply making additional savings for retirement, We have extensive experience in advising in complicated areas such as allowance tapering and enhanced tax benefits.
Pension Drawdown
If you’re thinking about retiring and are unsure on what the options are we’re perfectly placed to guide you through the options available.
Starting to Save
If you’ve heard of the many great tax benefits associated with pension planning but don’t know where to start you’ve come to the right place.
Pension Tracking
In the UK, many individuals have lost track of old pensions. We regularly assist clients in locating their old pensions.
Pensions Tax
Navigating pension tax, including annual allowance tapering, protected retirement ages, and enhanced tax-free cash, can be complex and result in expensive mistakes. It is advisable to consider professional advice.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Recent Articles
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An Employee’s Guide to EMI Schemes & Their Tax Benefits
The Enterprise Management Incentive (EMI) scheme is a powerful tool for businesses in the UK, designed to attract, retain, and incentivise employees by giving …
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Investments, Pensions, Tax
5 Top Tax Tips before the UK Budget (October 2024).
Chancellor Rachel Reeves will deliver Labour’s first Budget on Wednesday 30 October & has promised some sweeping changes to try and decrease the government …
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Investments, Tax
Understanding RSUs: A Beginner’s Guide to Restricted Stock
Restricted Stock Units (RSUs) represent a form of equity compensation offered to employees, where the employer promises to provide shares in the company at …
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