S R Lynn & Co·Blog

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When is pensions advice exempt from tax?

You’re close to retirement age and want some professional advice on topping up your pension and a rough idea of how much you’ll have to live on in retirement. If your company foots the bill, will it qualify for the tax exemption?

IHT planning with the family home

You want to take steps to reduce your inheritance tax (IHT) exposure but most of your wealth is tied up in your home. You don’t want to downsize anytime soon so which tax planning options could help you?

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