Lifetime Allowance planning

Lifetime Allowance planning

Lifetime Allowance planning is vital if you wish to avoid prohibitively high tax charges on your pension once its value exceeds £1,073,100 unless a higher value election has already been made and it becomes subject to what’s known as a benefit crystallisation event...

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Useful guides

We've created two useful documents to help you find a Independent Financial Adviser and make sure you get the most from them.

16 Questions To Ask Your Independent Financial Adviser

How to find an Independent Financial Adviser

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