Act NOW to save paying more tax and keep your pension entitlement intact

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Phil O'Connor is a Chartered Financial Planner, Certified Financial Planner and a Resolution Accredited Independent Financial Adviser.

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Looking for advice on how the annual allowance affects YOU?

The annual allowance has reduced massively from £255,000 per annum to £50,000 from April 2011.  Are you affected?

I can help you save tax now!

Annual Allowance Advice

My services have been designed to help you make the most of your pensions , avoid the annual allowance and mitigate tax.

These include:

  • Guidance on whether you are caught by the new annual allowance.
  • Advice on whether to draw benefits now.
  • Advice on how to avoid breaching the annual allowance now and in the future.
  • Show you how to avoid paying the annual allowance charge.
  • Providing advice on ways of save tax efficiently outside of pensions.


P.S Are you potentially caught by the Lifetime Allowance?  For more information on this, visit www.LifetimeAllowance.co.uk