23rd September 2022

Fidelity Adviser Solutions: UFPLS withdrawal and the annual allowance tax charge

Paul Squirrell, our pension expert, answers the latest question raised via our Pension forum. He considers whether an annual allowance tax charge applies to contributions made to a client’s pension in the same tax year as an UFPLS withdrawal was made. The contributions were in excess of the MPAA.

3-min read

Investments, Investment Commentary

Registration

Free Registration and CPD

Artemis: High Yield Happenings: How short-dated high yield can help manage risk

Short-dated high-yield bonds may lag equities during the good times but history suggests they make up for that when times get tough.

M&G: Coaching the retirement mindset from saver to spender

After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.

Baillie Gifford Cautious Managed Fund Q2 2026 investment update

Investment specialist Barry Templeton gives an update on the Cautious Managed Fund covering Q2 2026.

Not yet registered?

Please complete this form to join our community

Name


Email


Company


Select your role:


Password


Confirm Password

About Us

Read

Learn

Attend

Connect

My Panacea

Press Centre