Services
What we are engaged to do on the tax side of a pension. Each is a fixed fee, agreed before we start.
If you are not sure which fits, the enquiry form is the fastest route: tell us your income and what you need, and we will point you to the right service and a price. If what you need is regulated financial advice rather than tax work, we will say so.
Annual Allowance Tax Returns
We compute your allowance across schemes and report any charge.
Pension Tax Relief Claims
We reclaim the higher and additional rate relief you are owed.
Director Pension Contributions
We handle the tax on company contributions for business owners.
SSAS and SIPP Tax
We handle the tax and compliance, never the investments.
Pensions and Estate Planning Tax
We handle the pension tax side of the April 2027 change.
Tell Us About Your Pension Tax Position and We Will Quote
Tell us your income, whether you are a company director, and what you need: the annual allowance charge worked out, the higher-rate relief you are owed reclaimed, or the tax on company contributions handled. We come back with a fixed fee for the work and the dates that apply. If the position is straightforward, we will say so rather than quote for a full package.
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