Financial consultation for NAHT members
As an appointed partner of the NAHT, David James Wealth are delighted to offer all members access to a one-to-one video consultation with an experienced member of our financial planning team.
Our dedicated Financial Planners can provide guidance on some of the specific challenges you might be facing such as annual tax allowance charges in relation to your pension.
With our specialist knowledge, we can empower you to take control of your finances and help you navigate your way through any concerns you have.
Video consultation with one of our Financial Planners for NAHT members
Below are just a few of the issues our qualified team can help with
“I’m worried that I have pension benefits that exceed my pension lifetime allowance (LTA).”
“We can help you calculate the amount of LTA the Teachers’ Pension will utilise.”
““I’m not sure if my annual pension input exceeds my annual allowance (AA)”
We can help you calculate whether your annual contributions will exceed your annual allowance and advise you accordingly.
“I need help to report/pay any tax charges due.”
Our advisor can help calculate any tax charges and reporting requirements that might be necessary.
“I don’t understand how my Teachers’ Pension interacts with my other savings, investments, and pensions”
Our experienced team member can look at your overall financial picture and advise you on how best to arrange your finances.
“I was concerned about the tax consequences of exceeding the Annual Allowance and was also keen to understand the impact on my Teachers’ Pension, of exceeding the Lifetime Allowance. I spoke to David James Wealth and they took the time to understand my personal circumstances and were able to provide me with a clear explanation of the tax consequences, how to manage them and the impact this will have on my retirement planning..”
Ian, Headteacher
Register your details using the form below and a member of our team will be in touch to discuss further & advise whether a one-hour consultation is suitable for you.
If required, our one hour consultations in relation to pensions taxation cost £300 plus VAT.
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Posted: 11/01/21
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