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Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?

Retirement news for Financial Advisers & Paraplanners

9 Aug 2019

Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?

Register to join one of Prudential’s webinar sessions on Thursday 15 August,to help you identify new opportunities with your clients. Presented by Jacqueline Clezy – Technical Manager. 

You'll qualify for 60 minutes structured CPD 

One of the top five reasons advisers use their website is to find information about Lifetime Allowance (LTA). Although the LTA has increased to £1.055 million from 6 April 2019, many members may have pension funds above this level and could be subject to LTA excess tax charges. 

Following a recap of how the LTA is applied and the 2016 protections that are still open to eligible applicants, Jacqueline will demonstrate how generic LTA legislation works in a typical customer scenario involving LTA access.

Register for your chosen session here.

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