ADVICE ABOUT PENSIONS & TAX

Planning for Retirement
All employees and business people need to plan their pension contributions wisely, this is especially important for the self-employed who often have little protection.

While acting on your behalf your accountant should be able to advise on the tax implications of contibutions to pension schemes and give some sensible encouragement to plan for retirement, whilst remaining completely impartial because they will have no ties to any pension scheme, insurer or bank.

After Retirement
Even after retirement, many people occasionally need the services of an experienced tax specialist; talk to an accountant to find out in detail how they can help, a first consultation should be free.

Common areas where accountancy or taxation help is needed include:-

• Filling in Self Assessment (SA) Tax Returns.
• Dealing with Capital Gains Tax when disposing of assets or property.
• Dealing with or planning for inheritance tax.
• Tax allowances when caring for a relative.
• Tax allowances in connection with illness or disability.