Edition 2021-22
Published End of August 2021
Length 530pp approx
Suitable for Accountants, Financial advisers, Tax practitioners
Price 115 (or see bundles page)
ISBN 9781912386437

Pension Tax Guide


The 2021-22 edition will be published around the end of August, and may now be ordered. (If you need the earlier edition, please contact the publishers.)

A thorough and very practical guide to how the pension rules work, and to the part they play in tax planning, written for professionals (accountants, tax specialists, lawyers, financial advisers) who need to understand the complex and rapidly-changing rules. 

This popular annual title is now in its ninth edition. 

  • The tax benefits of registration
  • Contributions and input
  • The lifetime allowance
  • Taxation of member benefits
  • Transfers and refunds
  • Pension scheme lump sums and authorised payments
  • Investments
  • International aspects and the lifetime allowance
  • Death benefits and inheritance tax
  • Transitional protection
  • Employer-financed retirement benefit schemes 

"Well-considered and thorough." [TAXline

Katharine Lindley, who has taken over responsibility for this title following the retirement of Robert Gaines, is a client director with EQ Investors, having started her career in PwC's financial planning team. She is a Chartered Financial Planner, Certified Financial Planner, Taxation Technician Fellow and Chartered Tax Adviser. Her areas of expertise are wealth management, retirement planning and pensions, investments, estate planning and tax planning. 

The contents and sample text below are both from the 2020-21 edition but will be updated shortly before publication of the new edition.

New for this edition

The 2021-22 edition has once more been thoroughly updated.