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Trentham Invest
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Case Studies

NHS Pensions and Pension Tax Planning for Doctors and other NHS Pension Members

Retired GP, Brian had an NHS pension that almost overnight increased in value so much that he would have faced a 55% tax bill on his pension holding above the £1.5 million Lifetime Allowance (LTA). Then, just a few months ago Brian discovered he had two other personal pensions that would have meant an even higher tax bill.

Well versed in the peculiarities of NHS pensions, his Financial Planner, Nicola Downs of Trentham Invest had taken precautions to ensure he was not hit by these 'tax bullets'. See his story in this video.

If you are an NHS Pension member and approaching retirement, call Nicola on 01306 881999 for advice.

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Tel: 01306 881999
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