Pension & retirement
You & your family
News
Deadline extended for voluntary NIC payments
HMRC has given taxpayers an extra two years to plug any gaps in their NIC record from April 2006.Â
Pensions update – changes to income tax for beneficiaries
Discover the impact of Spring Budget 2023 on Pension Taxation: Say Goodbye to the Lifetime Allowance (LTA) and Inheritance Tax Benefits. Learn how recent changes affect your pension withdrawals and inheritance plans.
Retirement planning for maintaining your lifestyle
As with every other aspect of life, we recommend that you plan as much as you can for retirement, although our experience is that it can appear on the horizon suddenly for a number of reasons.
Retirement is a major step and we suggest that you first consider what sort of lifestyle you have in mind so that our experts can get to work on examining your assets and income needed to follow your dream.
Most people who retire may need income other than their pension. There is a large difference between living off assets than receiving a regular wage and we have that high degree of knowledge needed to help you to have a pleasant retirement.
Speak to a retirement planning expert
Change to Whitley Stimpson
Step 1
Confirm to your accountant that you wish to move to Whitley Stimpson
Step 2
Supply Whitley Stimpson with your existing accountant’s details
Step 3
Relax. We’ll handle the rest.
You & your family
News
Deadline extended for voluntary NIC payments
HMRC has given taxpayers an extra two years to plug any gaps in their NIC record from April 2006.Â
Pensions update – changes to income tax for beneficiaries
Discover the impact of Spring Budget 2023 on Pension Taxation: Say Goodbye to the Lifetime Allowance (LTA) and Inheritance Tax Benefits. Learn how recent changes affect your pension withdrawals and inheritance plans.
Student loans, property and pensions
Student loan repayments (SLR) are normally deducted under PAYE from employment income so many people incorrectly assume that SLR are not due on other ‘unearned income’ such as rent or pensions.
This firm is not authorised under the Financial Services and Markets Act 2000 but, in certain circumstances, we are able to offer a limited range of investment services because we are members of the Institute of Chartered Accountants in England & Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
Partners in your progress
Do you need help working out how much money you will need to save to maintain your lifestyle in retirement?
