Lifetime allowance – making sure you have the correct allowance

Paul Squirrell, Fidelity FundsNetwork's pension expert, discusses some important considerations around the initial phase of LTA planning, on establishing the client’s individual lifetime allowance. He illustrates how good advice may mitigate any potential tax charge.

The package also includes a 4-step planning checklist, highlighting key considerations when assessing an individual’s pension savings and the impact of the LTA. You will also find a technical reference document and a client-friendly guide to aid discussions.

Find out more