FundsNetwork has produced a video guide for advisers to help with pension and tax matters ahead of the upcoming tax year-end.
The video features FundsNetwork Tax and Trust planning head Paul Kennedy and its national pension sales manager Paul Squirrell, offering a step-by-step guide for navigating various types of allowances, pension contribution and carry-forward rules. It also explains the consequences and possible advantages of exceeding the annual allowance. The video sits on the FundsNetwork ‘Technical matters' hub, a resource designed to support advisers with technical viewpoints and client guides, as well as videos intended to refresh pension technical knowledge in preparation for CII exams. Head o...
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