OUR TAKE ON... THE LIFETIME ALLOWANCE RULES
This session will be led by Thomas Coughlan, Financial Planning Manager, who will discuss the lifetime allowance tests that apply to personal pensions, the tax charge that applies when the lifetime allowance is exceeded, and the information requirements that apply to clients with excess benefits. As with all of our webinars, there will be an opportunity for you to ask questions directly to our experts at the end of the session.
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