Planning has undergone a range of changes over the years. FundsNetwork's guide covers areas such as transitional protection, enhancements and reductions, test trigger events and the LTA charge. It also includes examples of calculations, as well as detailing the 13 benefit crystallisation events (BCEs). You can find the guide under the 'Pension' section of FundsNetwork's tax year end hub.
With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
You need to be logged in to comment on this article