Top 4 of 4 law firms for Pensions Tax, Pensions Law | Taunton, Somerset
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This work covers the tax aspects affecting pension schemes and pensions in payment. It includes planning around lifetime allowance, annual allowance, tax reliefs, statutory reporting and interactions with HM Revenue & Customs, scheme administrators and pension providers. A solicitor practises by advising schemes and employers on tax-efficient design, handling disputes with HMRC, drafting scheme documentation to meet tax rules, and ensuring compliance in registrations, reporting and notifications. Shapes include changes in pension tax rules and scheme funding considerations.
