Contributions

23 July 2025

Case study: alternative wrappers in retirement
Other ways to provide a regular payment stream in retirement as an alternative to the traditional pensions that lots of clients rely on when they retire and why bonds can be a useful part of your client’s portfolio in planning for retirement

15 May 2025

Standard lump sum allowance, lump sum and death benefit allowance and annual allowance
The amounts of lump sum allowance, lump sum and death benefit allowance and annual allowance set out by the Treasury

23 April 2025

Maximising pension contributions - DC schemes - what you need to know
How tax relief is granted on member and employer pension contributions and how tax relief on contributions will be restricted by the annual allowance

22 April 2025

Pension tax relief - what you need to know
The mechanics of the tax relief available on pension contributions, and the limits

14 April 2025

Pension planning in the 2025/26 tax year
Pension planning in the new tax year

08 April 2025

The impacts of Scottish income tax on Scottish taxpayers
Scottish income tax rates and thresholds for 2025/26 and what they mean for Scottish taxpayers

04 April 2025

Maternity, paternity and adoption leave and pensions
The rules governing maternity, paternity and adoption leave and how pension provision is affected where such leave is taken

03 April 2025

Scottish pension contributions
Relief at source and the impact of The Scotland Act 2012

13 March 2025

Claiming tax relief on private pension payments
HMRC’s service for individuals to claim tax relief on a personal pension or workplace pension scheme

11 March 2025

Annual allowance carry forward and completing form SA100 - what you need to know
The process of completing form SA100

07 March 2025

Annual allowance and non-UK pension schemes
The impact of the annual allowance in respect of overseas pension schemes

03 March 2025

Maximising pension contributions before the end of the tax year - key points and case studies
The key things to consider when advising clients with end of tax year pension planning

28 February 2025

Tax year end planning checklist for individuals - 2024/25 tax year
Suggested planning considerations for individuals for the end of the tax year