At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
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The annual allowance effectively acts as a cap on the amount of tax relievable pension savings a person can make. Exceeding the allowance results in a tax charge intended to wipe out the benefit of tax relief. In order to maximise pension savings, it’s essential that advisers fully understand how the annual allowance rules operate.
Pensions are the most tax efficient way to save for retirement. Tax relief on contributions combined with virtually tax free investment growth and the ability to access a quarter of the fund tax free make them the ideal for this purpose. But how much an individual can contribute to their pension may be limited by their earnings and allowances. In order to maximise pension savings it is essential that advisers fully understand how much an individual can pay into their pension.
Employer pension provision is a valuable benefit for employees and also an extremely tax efficient way for business owners to extract profits from their business. Understanding when the business will benefit from tax relief on employee contributions and how it is provided is essential for advisers who have business owning clients.
Salary sacrifice is a tax efficient way of saving for retirement. It offers benefits for both the employee and employer. It’s important that an adviser can clearly explain the benefits that salary sacrifice can offer and the different options available. It’s also useful to know the potential pitfalls an individual might face after entering into a salary sacrifice arrangement.
The availability of tax relief on contributions makes pensions the most tax efficient way to save for retirement. To prevent clients getting tax relief twice on their pension savings, there are restrictions on taking money out of pensions and reinvesting it back into a pension. It’s therefore important that advisers understand the rules surrounding this to ensure clients don’t incur tax charges.
Choose from our range of learning modules on a range of topics from pension funding and personal taxation to investment bonds and LTA.
Techzone offers you support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at 280 Bishopsgate, London EC2M 4AG and authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
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abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL