Claire Trott discusses the pros and cons of different pension tax relief methods in her latest article for PA. What works best - relief at source or net pay? She also nudges advisers to ensure clients are getting the full benefits they are entitled to
One of the many things I talk to advisers about on a regular basis is how schemes provide tax relief to their members and if there is anything that they have to do to get what they are entitled to...
Change on the horizon
LTA frozen until end of 2025/26 tax year
Pandemic hits pension pots
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers