Tapered / Annual Allowances and Using Scheme Pays
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Tapered / Annual Allowances and Using Scheme Pays

Date: Tuesday January 12, 2021 | By: robertsb
As Regulated Pension Advisers, we are fast approaching that time of year for making tax returns based on Scheme Pension input amounts, and how you may be affected by Tapered Annual Allowances and who pays the excess tax. If you are affected and need advice, please contact us.
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1st May 2020 Covid-19 Update
1st May 2020 Covid-19 Update Overlay

1st May 2020 Covid-19 Update

Date: Friday May 1, 2020 | By: admin
Good morning, We hope that you are staying safe and keeping well during this Lockdown period?   This is indeed a difficult time for all of us, but we are managing to keep going.  The Monthly and Quarterly  valuations are still on hold, but if you are in desperate need, please email huw@robertsboyt.com to request […]
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Fellow of the PFS
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Fellow of the PFS

Date: Tuesday November 12, 2019 | By: admin
Congratulations to our Director of Financial Planning Huw Roberts, who was recently awarded and received a Fellowship of the PFS at the graduation ceremony at Merchant Taylor’s Hall, Threadneedle Street, London
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