SIPPs and Taxation
The budget in 2009 outlined plans to limit pension contributions tax relief for +£100,000 earners. Those in this income bracket should contact us immediately.
Those with a pension fund value approaching or in excess of £1.5 Million should contact us immediately.
Income Tax on Annuities
Those who wish to take pension benefits whilst still earning part or full time could be heavily penalised. If this applies to you, you should contact us immediately.
Those living, or intending to live, overseas, should read our information on Qualifying Recognised Overseas Pension Schemes.