It is vital that you get your pension right. It can be difficult for an individual to achieve that without expert advice, such as when there are changes to the amount you can contribute to your pension or a reduction to the lifetime allowance. This also applies to other changes to the ways you can access your pensions and pass on death benefits.  Although your pension can constitute an attractive investment opportunity, there are restrictions on the amount you can pay in and the size of fund you can build up without incurring tax charges.  Our experts can advise.

You may find our tax tips download informative.

Poundwise pensions

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.
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