Build your business through the Retirement Account
Three opportunities to talk to your clients
We understand that you may be facing challenges as a result of the current economic climate and the implications from the Budget for higher rate tax payers. We've developed a range of new tools and case studies to help you start conversations with clients, and you'll find everything you need to help you on this site.
1. Designation
Talk to your clients aged 50 plus about their retirement income needs and how they might maximise death benefits and potentially avoid exposure to any higher rate tax liability.
2. Income Recycling
Speak to your clients aged 50 plus who are contributing to a pension about how they can receive two tax-free lump sums, one now and one when they retire.
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.
The value of any tax benefits depends on individual circumstances which can change. Tax rules can also change.
