Pensions

This technical guide provides detailed information on the rules and regulations for Pension Freedoms. The guide has been designed to help professionals get-to-grips with this complicated and increasingly important area.

Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.

Presentations slides from our webinar which focused on strategies for dealing with clients in drawdown, or about to enter drawdown

In this webinar we help you get-to-grips with the complexities of the pensions regime prior to and whilst drawing benefits

Following changes to the tax treatment of buy-to-let property and with Brexit fast approaching we consider the outlook for buy-to-let property and consider the pros and cons of property vs. pensions.

Changes to pension legislation, the constraints of both Annual and Lifetime Allowances as well as rising inflation and longevity are make saving for retirement increasingly difficult. In this webinar, we explain how prudent planning can help.

Investing in your retirement gives you the peace of mind that you are going to be comfortable in your later years. There are a number of models you can choose to help you control your planning and funding ahead of your retirement. This webinar will walk you through these options and provide more ways you can extend the value of your retirement pot.

Guidance from Prudential on what to consider in relation to the Lifetime Allowance and Annual Allowance to see if pension saving is still right for high net worth clients.

Tool from Prudential for financial advisers to help work out how Annual Allowance could affect clients – whether the standard Annual Allowance or Tapered Annual Allowance applies, as well as the amount of unused allowance and carry forward.