Pensions ‘in-depth’: the lifetime allowance

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss some important considerations around the initial phase of planning, on establishing the client’s individual lifetime allowance.

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.  

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