Pensions

Pensions

Achieve the retirement you want by planning your pension and retirement with expert advice from Financial Planning by TaxAssist.

Financial Planning by TaxAssist offers expert advice on pension planning and retirement covering all pension scenarios from employed individuals, to self-employed, to company directors. The expert team at Financial Planning by TaxAssist support clients with setting up pensions, reviewing existing pensions, and retirement planning.

Book a free consultation with an Expert Pension Adviser today

  • Call 07393063140
  • Email info@brightbooksaccounting.com
  • Fill in the enquiry form

Pension Solutions

Financial Planning by TaxAssist provides a range of pension solutions, including:

Personal Pensions : Start saving for retirement, benefit from tax efficiencies and compounding interest to help your savings grow.

Limited Company Director Pension Contributions : Tax-efficient pension contributions for company directors, potentially saving on corporation tax and personal tax.

Pension Review and Consolidation : Optimise existing pensions to ensure they are well-invested and performing optimally.

Retirement Planning : Assistance with retirement planning, including withdrawal methods and tax implications.

Why Choose Financial Planning by TaxAssist?

"Excellent service and advice all round

Every step was explained clearly, communication was and is first class and nothing was too much trouble.

Moving from one of the largest Pension providers in the UK, dealing with Taxassist Financial Services has been a breath of fresh air."

Andrew Davis, Cornwall, 23 February 2024

Independent Financial Planners : Their highly qualified advisers can provide personalised and tailored pension services.

Free Initial Consultation : Financial Planning by TaxAssist offer a free initial meeting to discuss your situation and goals.

Ongoing Retirement Planning : They provide ongoing support to ensure your pension investments will meet your future plans.

Tax Efficient : Financial Planning by TaxAssist work hand in hand with your accountant to ensure your pension savings are as tax efficient as possible.

Tailored Solutions for Every Business Journey

Frequently Asked Questions

  • 1. Can directors pay themselves a bonus?

    Directors can receive bonuses and these are often annual and tied to performance. Like a salary, bonuses are subject to income tax and National Insurance Contributions where applicable.

  • 2. How do I pay employers national insurance?

    An employers' NIC bill must be paid each month or quarter depending on how you run your payroll. It is paid along with any PAYE tax due to HMRC. You can pay your employers NIC liability online, or you can make a bank transfer or pay by cheque. You must allow time for your payment to clear by the deadline of 22nd of the month.

  • 3. How do I pay myself from a limited company?

    If you are a director of a limited company, you can receive a salary, bonus and receive benefits. If you are also a shareholder you can be paid a dividends from post-tax profits. For more information on how to pay yourself from a company, including the balance of salary and dividend income and what will affect your decision in our guide to directors’ pay.

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2

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