LTA & Protection options
CII/PFS accredited CPD learning that helps take your business forward
Thought Leadership our insights on current topics
- Removal of the lifetime allowance – what we know so far
- The Finance Bill details LTA changes for 2023/24
- Avoiding the age 75 pension advice pitfalls
- LTA & legacy planning – when should excess be crystallised?
- Debunking the myths on the best way to take tax free cash
- Is the LTA charge a price worth paying?
- Does the LTA freeze mean that pension savings should be put on ice?
- Pensions Awareness Day – five LTA myths which could cause clients to cease funding prematurely
- DB transfers - navigating the appropriate limit