1. Designation
Talk to your clients aged 55 plus about their retirement income needs and how they might maximise death benefits and potentially avoid exposure to any higher rate tax liability.
Use our case studies and calculators to help start conversations with clients
2. Income Recycling
Speak to your clients aged 55 plus who are contributing to a pension about how they can receive two tax-free lump sums, one now and one when they retire.
Use our case studies and calculators to help start conversations with clients
3. Offsetting investment loss
Talk to clients who are looking to make pension provision and who may be considering cashing in underperforming investments. They could receive up to 40% tax relief on pension contributions, which may help to offset investment losses.
Use our sales aid to help start conversations with clients
The value of any tax benefits depends on individual circumstances, which can change. Tax rules can also change.
