Pensions

Page Kirk offers expert guidance on pensions, helping individuals and businesses navigate the complexities of retirement planning. Whether you’re setting up a new pension, reviewing your existing plan, or looking for ways to optimise your retirement income, Page Kirk can provide expert advice.

Pension advisory services helping individuals and businesses with retirement planning and pension optimisation in the UK
Pension advisers supporting individuals and employers with workplace pensions, retirement planning and tax-efficient pension strategies

Are you looking to start saving into a pension for the first time or approaching pension age and requiring advice on how to maximise the tax efficiency of your pension pot? Perhaps you’re an employer looking for advice and assistance in setting up and administering a workplace pension scheme? Our advisers are here to help with tailored solutions.

 

Pensions occupy a unique position in an individual’s financial planning, requiring complex decisions from both a financial and tax perspective. Page Kirk, in conjunction with Page Kirk Financial Services, can offer a joined-up approach from a team of experienced, qualified professionals.

Are you looking to start saving into a pension for the first time or approaching pension age and requiring advice on how to maximise the tax efficiency of your pension pot? Perhaps you’re an employer looking for advice and assistance in setting up and administering a workplace pension scheme? Our advisers are here to help with tailored solutions.

 

Pensions occupy a unique position in an individual’s financial planning, requiring complex decisions from both a financial and tax perspective. Page Kirk, in conjunction with Page Kirk Financial Services, can offer a joined-up approach from a team of experienced, qualified professionals.

Pension advisers supporting individuals and employers with workplace pensions, retirement planning and tax-efficient pension strategies

Who is the service for?

Our clients include employers and individuals looking for expert pension advice from both a tax and administration perspective.

Pensions for businesses

The introduction of auto enrolment legislation has made it necessary for employers across the UK to automatically enroll certain workers into a qualifying workplace pension scheme and make contributions towards it. Employers who don’t auto-enroll could face fines from The Pensions Regulator. So, make sure you’re up to speed with how we can help your business meet its responsibilities under pension law.

 

Our team of pension experts know exactly what is needed when tackling complex compliance obligations for workplace pensions, including statutory employee plans and using pensions as a form of additional remuneration for senior employees and directors. We’ve helped many employers set up and administer a fully compliant workplace pension scheme.

Pensions for individuals

Page Kirk offers a variety of services to help you plan for your retirement. We work with clients pre-retirement and post-retirement, providing guidance on how they can save more money while still living comfortably later in life. This takes away the stress that comes from not having planned effectively enough.

 

Whether you’re looking to start saving into a pension for the first time – or approaching pension age and requiring advice on how to maximise the tax efficiency of your pension pot – our specialists are on hand to provide you with full support and guidance on how to make the most of your pension.

Pensions – Tax planning

From a tax perspective, pensions can be a useful planning tool to preserve entitlement to your personal allowance, tax-free childcare or to avoid/mitigate your liability to the high-income child benefit charge. We also advise high earners on the implications of the tapered annual allowance, annual allowance charges and the lifetime allowance, which can often create some unexpected tax liabilities.

NHS pensions help

Page Kirk’s specialist medical accountants work closely with specialist medical IFAs to offer you the best and most up-to-date advice for your NHS pension requirements and have extensive experience in providing advice on some of the unique aspects of the scheme; including the calculation of potential annual allowance charges, making NHS Scheme Pays elections and preparing Type 2 pension certificates. Click here to find out more about how our medical accountants can help you.

Areas we can assist with

Individual pension tax planning

NHS pension tax specialists

Set up and administration of workplace pension schemes

Why choose Page Kirk for your pension needs?

The process and evolving landscape of pension compliance can be complicated and time-consuming, but Page Kirk can complete all the necessary work on your behalf and be your dedicated point of contact for all enquiries. At Page Kirk, our chartered accountants and tax advisers can provide you with all the advice you need, taking the hassle out of your obligations. 

Arrange a consultation to find out how we can help you. Call us today on 0115 955 5500 or email enquiries@pagekirk.co.uk

Arrange a consultation to find out how we can help you. Call us today on 0115 955 5500 or email enquiries@pagekirk.co.uk

From ensuring that you comply with your statutory requirements, to navigating the scaling-up of your business, through to effective profit extraction and dealing with your tax affairs, Page Kirk Nottingham accountants are here for you every step of the way

If you already have an accountant, it’s quick and easy to switch to Page Kirk.

Page Kirk is a leading accountancy practice in Nottingham, but we service clients across the country, so wherever you are based, we can help. We will assign you an accountant to assist you in growing your business and improving its efficiency. Contact us to find out how we can help you today.

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