Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Higher rate pension tax relief changes – you could lose thousands…

The Conservative Party have now joined the other major parties in announcing plans to curb pension tax relief for higher rate tax payers.

Time is limited. If the last general election is anything to go by we can expect an emergency budget before the end of June when the proposals could become law.

You could risk losing thousands (or even tens of thousands) of tax relief by not reading on.

The tax allowable contributions are huge. Up to a one off payment of £160,000 if you have not paid any pension contributions in the last three years. That’s £64,000 of tax relief down the drain if you don’t take action. Even a contribution of £10,000 saves £4,000 in tax.

If your Adviser is talking to you about this well done — look no further. If he isn’t he surely doesn’t deserve his fee/commission.

My preliminary guidance is free. Just book a telephone call by clicking in the box on the right or if you are really keen pick up the phone and dial 07770 575122. It will only take a quick telephone conversation to decide if this is worth exploring in more detail.

My recent blog about wiping out your entire higher rate tax liability written before this latest announcement is worth reading.

If you do nothing else please click the box below to receive blog updates. Who knows the next one could have just the guidance you need!


This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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