Video on Demand
Pension and Tax: Do you know how your UK Pension is taxed?
In this video (30m:51s), we will be covering the following topics:
Lifetime Allowance and International Enhancement
Tax on Death
Tax at Drawdown and options
Drawing a pension overseas.
Asset Preservation Trust
Structuring your Wealth for tax efficiency
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
About the speakers
Head of Pensions - St. James's Place
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The presentations and videos included on this page are general communication provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.
St. James’s Place (Singapore) Private Limited is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851.
St. James’s Place (Hong Kong) Limited is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).
St. James's Place (Shanghai) Limited is a Wholly Foreign Owned Enterprise (WFOE). WFOE registration No. 91310000566573326L.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are the marketing terms used to describe St. James’s Place representatives.