15th June 2021
The Pensions Lifetime Allowance (45 minutes)
45 minutes CPD
In this CPD qualifying webinar John Chew (Pension, Tax & Estate Planning Specialist) will look at the options advisers have when helping clients who may be faced with a lifetime allowance tax charge.
The webinar will cover:
- a brief recap on benefit crystallisation events, the lifetime allowance and potential tax charges
- some of the challenges advisers have when faced with clients approaching or potentially exceeding their LTA
- different strategies that could be considered and the tax consequences