The generous tax reliefs allocated within pension arrangements means that they play an important role in tax planning. Personal contributions to a pension currently qualify for Income Tax relief at the individual’s highest marginal rate and can also indirectly provide other tax advantages.
For example, using the Tapered Annual Allowance, carrying forward unused reliefs and optimising Lifetime Allowance protection opportunities.
A brief guide to help achieve your retirement goals
To have an initial conversation with Piers,
please call 01444251885
Piers Bonnett has over 24 years’ experience as a Financial Adviser, qualifying as a Chartered Financial Planner in 2012, and subsequently becoming a Fellow of the Chartered Insurance Institute. His expertise lies in inheritance tax planning and retirement solutions.
Piers was invited to join Wellesley in 2011, as he enjoys working closely with clients to achieve their objectives, building a long and trusting relationship. He prides himself on making complex planning understandable to all.
Out of Hours: Piers loves cars, is a keen squash player and runs a large Scout group in Burgess Hill, where he lives. Piers is married to Karen, and they have two sons, Dan and Mikey. Finding a balance between work and family life is very important to Piers – and his family! He has also recently taken up golf, but needs plenty of practice if you fancy a game!