Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Pensions tax relief under threat… again?

Yes, I know I have said that pension tax relief is under threat a number of times in the past and been wrong…

However a recent announcement in the House of Lords revealed that the Government is set to take a close look at the current pension tax relief system.

This could well be beneficial for low earners but higher rate tax payers are seriously in the firing line.

Who should be taking notice and considering urgent action?

  • Higher rate tax payers over 50 who expect to be back to paying basic rate tax in retirement have the most to lose if the rules change and the most to gain by taking action now
  • Higher rate tax payers considering early retirement
  • Anyone facing the prospect of paying higher rate tax on redundancy payments

In all of the above cases maximising pension contributions whilst higher rate tax relief remains available will produce some amazing returns even with a cautious investment strategy. In fact, almost all higher rate tax payers over 50 should be looking at this.

Don’t delay. Talk to your pensions adviser today. Or, if you prefer

Phone me, Richard, on 07770 575122, and let me explain why this is so important to you


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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