Pension Tax Advice

A pension is not only a useful tool to save for the future but it is also an efficient way to minimise your tax liability right now. The government is continuously bringing in revised measures in respect of pension contributions, more recently allowing greater access and flexibility to pension savings than ever before, but this is against a less publicised backdrop of various restrictions associated with how much you are allowed to put into a pension both an annual, and entire lifetime basis, with extraordinary high tax costs of getting this wrong.

It is therefore important to be aware of these changes and how they may affect your tax liabilities now and on retirement. Simply knowing exactly what pension arrangements you have in place, and what savings you can make, can certainly help mitigate your tax exposure and therefore any affect on overall pension value in the long term.

We can cut through the complex legislation, and apply the correct tax position to your pension savings to let you know exactly where you stand both in terms of existing and potential future contributions, allowing you to make informed tax choices in terms of when and how you save, or drawdown from your pension.

Derek Mitchell web

Key Contact

Derek Mitchell
Partner

This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 1224 625111

Client Testimonials

The plus factor in action

"AAB provide invaluable support and assistance, working closely with us ...

Mackie Ramsay Taylor

Read More...

"AAB have proactively managed my tax affairs for more than ...

Peter Lazzari

Read More...

"They're on your side......A2B stepped in after HMRC continuously got ...

Ted Reay CNR International (UK) Limited

Read More...

"Upping sticks and moving overseas to work/set up home, is ...

Fraser Louden

Read More...

"My relationship with AAB has grown as the business has ...

Alex Wiseman

Read More...

"AAB's IHT, Trusts and Estates team looked after the tax ...

Keith Fletcher

Read More...

"I have been very much looked after by the Private ...

Joanna Robertson

Read More...

"I was really impressed with the knowledge displayed by the ...

George Sim

Read More...

"At CLP we've worked with AAB since setting up the ...

The Commercial Law Practice

Read More...

"We have an excellent relationship with AAB formed over 7+ ...

Stanley & Evelyn Morrice

Read More...

"AAB have been our accountants for many years. Having AAB ...

A.R. Mathers & Sons

Read More...

"Members of my family company, Robert Duthie and Sons Ltd ...

Robert Duthie and Sons Ltd

Read More...

“There are huge benefits to using this multi-disciplinary firm. When ...

Milmor Properties Ltd

Read More...

"Lynn and the team have been excellent at assisting with ...

Peter

Read More...

"The same Private Client individuals have looked after my personal ...

Jon Murphy

Read More...

"I have been a personal tax client of AAB for ...

Peter Williams

Read More...

"When I decided to embark on Inheritance Tax planning, I ...

James Thom

Read More...

"The Private Client Tax Department at Anderson Anderson & Brown ...

DR

Read More...

“I have been a client of AAB for a few ...

Niall Webster

Read More...

"Thank you to the AAB team, and in particular Lauren ...

Coulters Property

Read More...

Case Studies

The plus factor in action

Background The UK subsidiaries of a global weather forecasting and decision ...

Technology & Media: Case Study 2

Read More...

Background Company with an overseas parent, which provides sales, rental and ...

Engineering & Manufacturing: Case St…

Read More...

Background A UK energy company requiring tax compliance advice for their ...

Oil & Gas - E&P: Case Study 3

Read More...

Background A legal firm disposing of their business requiring Corporate Finance ...

Professional Services: Case Study 2

Read More...

Background A professional services LLP weighing the benefits of transferring their ...

Professional Services: Case Study 1

Read More...

Background Specialist lender and savings bank offering products to SME’s, homeowners ...

Financial Services: Case Study 1

Read More...

Background We were approached by an established E&P operator with assets ...

Oil & Gas - E&P: Case Study 4

Read More...

Background UK Motor retail group operating a nationwide chain of franchised ...

Leisure, Retail & Hospitality: Case …

Read More...

Background A local headquartered business providing building and facilities maintenance and ...

Facilities Management : Case Study 2

Read More...

Background Our client commenced in business as a property developer. Over ...

Construction & Property: Case Study …

Read More...

Background A local corporate property developer was approached to sell a ...

Construction & Property: Case Study …

Read More...

Background AAB were engaged in early 2011 to assist a trust ...

Public Sector: Case Study 1

Read More...

Background Preparation of detailed financial projections for a housing association in ...

Housing Associations: Case Study 1

Read More...

Background The Corporate Finance team supported an existing client of the ...

Technology & Media: Case Study 1

Read More...

Background A family led estate with a traditional mix of forestry ...

Rural: Case Study 1

Read More...

Background A new charity requiring support after a period of change ...

Charities: Case Study 2

Read More...

Background An existing charity client going through a transition period after ...

Charities: Case Study 1

Read More...

Background One of the world’s largest window covering companies based in ...

Construction & Property: Case Study …

Read More...

Background Successful privately owned UK construction business with an ageing senior ...

Construction & Property: Case Study …

Read More...

Background Having been recently appointed advisors to a company that rents ...

Construction & Property: Case Study …

Read More...