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Case studies
Often a case study can help bring a technical point to life.
Benefit options and lifetime allowance
Benefit options and lifetime allowance
Contributions, annual allowance and tax relief
Contributions, annual allowance and tax relief
- 3rd party contributions - Saving for future generations
- 60% tax relief on pension contributions (excluding Scotland)
- 61.5% tax relief on pension contributions (Scotland)
- Annual allowance: is paying a tax charge such a bad thing?
- Carry forward made easy(ish)
- Carry forward of unused annual allowance - case studies (PDF)
- Extracting company profits
- Money purchase annual allowance - case studies
- Overseas – continuing to pay contributions to a registered pension scheme after leaving the UK
- Taper trap
- Using a pension to offset ISA losses
- Using Salary Sacrifice to save on National Insurance costs
Death benefits
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