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  Tax, trusts & estates : retirement planning
 
 
As a population, we are all living longer. With state pensions hardly generous, it is important to plan for retirement as soon as possible.We advise on the following individual and corporate products:

Individual
  • Stakeholder & personal pension plans
  • Income drawdown & phased retirement plans
  • SIPPs (self-invested personal pensions)
  • EPPs (executive pension plans)
  • Annuity purchase and open options
  • With-profits & unit-linked annuities
  • FSAVCs (free-standing additional voluntary contributions)
  • RAPs (retirement annuity plans / Section 226 policies
  • Section 32 buy-out plans

Corporate
  • Stakeholder regulations & schemes
  • Group personal pensions
  • Occupational schemes
    - final salary & money purchase
    - SSASs (small self-administered schemes)
    - unapproved schemes (UURBs & FURBs)
  • AVCs (additional voluntary contribution schemes)
  • Advice on winding-up & reconfiguration of existing schemes


Related tax links
Business tax
Personal tax
International tax
VAT
IHT and trusts
Employer solutions
Investigations
UK tax team
What's new
Bare trusts: helping the next generation
Enduring Power of Attorney: time running out to protect yourself
Guide to the taxation of LLP members
Budget Summary 2008-09
Tax rate card 2008-09
Tax Update
Talking Tax newsletter
Money Matters newsletter
Tax calendar 08/09

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