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Newsflash

Protecting Tax Free cash

As you generally advise your clients regarding remuneration strategy and more importantly profits extraction it appears, following research with our existing clients that, for those who hold executive/directors pension policies and even those with small self administered schemes, it is now worth a review. This would examine whether it would be advantageous to transfer the existing benefits to a section 32 or section 32A (Block transfer) and start funding a self invested personal pension. For those who have small self administered schemes it is still possible to transfer to a section 32 and have the section 32 self invested, utilising the commercial property occupied by the sponsoring employers company.

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FINANCIAL CALCULATORS

The following financial calculators are available for you to use. We hope that you find these useful.

Note: These calculators are not accurate calculations and are purely for guidance purposes only. You should seek financial advice to find out exact calculations based on your personal circumstances.


 
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