Recent developments

NEW: To help with your CPD, these modules now contain knowledge tests.



Introduction to Pensions

by Zigurds Kronbergs

This Tax Essentials course covers:

The key ways in which the tax system interacts with pension savings

5 mins
Course status: Not started
Released in January 2025
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Occupational pension schemes

by Zigurds Kronbergs

This Tax Essentials course covers:

The different types of occupational pension schemes and what they provide in terms of benefits

18 mins
Course status: Not started
Released in January 2025
Book a demo

Personal pension schemes

by Zigurds Kronbergs

This Tax Essentials course covers:

The different types of personal pension schemes and what they provide in terms of benefits

7 mins
Course status: Not started
Released in January 2025
Book a demo

Tax relief for pension contributions

by Zigurds Kronbergs

This Tax Essentials course covers:

Who’s entitled to tax relief on pension contributions and how it works

10 mins
Course status: Not started
Released in January 2025
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Limits on tax relief for pension contributions and benefits

by Zigurds Kronbergs

This Tax Essentials course covers:

The three controls on the amount of tax-relieved pension savings

30 mins
Course status: Not started
Released in April 2025
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The annual allowance charge

by Zigurds Kronbergs

This Tax Essentials course covers:

How excess annual pension inputs are penalised

20 mins
Course status: Not started
Released in April 2025
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Protections and enhancements of the LSA and LSDBA

by Zigurds Kronbergs

This Tax Essentials course covers:

Protections and enhancements of the lump sum allowance, and the lump sum and death benefit allowance

22 mins
Course status: Not started
Released in April 2025
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Lump sums and death benefits

by Zigurds Kronbergs

This Tax Essentials course covers:

How lump sums and death benefits are treated for the purposes of income tax.

22 mins
Course status: Not started
Released in April 2025
Book a demo

Authorised and unauthorised payments

by Zigurds Kronbergs

This Tax Essentials course covers:

Authorised and unauthorised payments from pension schemes and their differing tax treatment

20 mins
Course status: Not started
Released in January 2025
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The taxation of pensions and lump sum payments

by Zigurds Kronbergs

This Tax Essentials course covers:

How payments from a pension scheme are taxed

27 mins
Course status: Not started
Released in April 2025
Book a demo