4th November 2020

FundsNetwork: Pensions ‘in-depth’: tax relief and annual allowance

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, take an in-depth look at the laws and mechanisms underpinning tax relief on pension contributions and matters relating to annual allowances, tapered annual allowance and tax charges.

The package also includes a quick guide on how to use FundsNetwork’s ‘Pension Summary’ report for annual allowance and tax relief calculations, as well as technical reference documents and client-friendly guides to aid discussions.

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Pensions

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Helping clients pass on wealth with confidence

With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read

Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

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