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1st May 2024

A Guide to Tax-Efficient Pension Planning

With the careful planning of allowances and exemptions, you could unlock your pension’s potential to build up your wealth in a tax-efficient way and maximise your income at retirement.

In this guide, we will explore the tax-efficient ways in which pensions can be utilised, the various allowances and thresholds to be aware of, and a case study on optimising pension plans as a business owner.

Pension planning is a complex area due to the taxation considerations, investment decisions and various allowances involved, therefore it is wise to seek expert advice to make informed decisions based on your individual circumstances. If you would like to discuss the tax-efficiency of your own pension arrangements or have any questions for our trusted Independent Financial Advisers, please do not hesitate to get in touch on 0117 450 1300.

Click the image below to download your PDF copy of Tax-Efficient Pension Planning: