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The pension lifetime allowance

In this webinar, our experts will discuss what the pension lifetime allowance is, how it is applied and what rate of tax you could pay if you exceed it.

They will also consider how you can manage your pension to control when it will be tested against the lifetime allowance and illustrate how incurring the lifetime allowance charge could be more efficient than other tax charges, including income tax and inheritance tax.

Find out more about:

- How much you can save in your pension before breaching the pension lifetime allowance
- The different ways to protect your lifetime allowance
- How much tax you may have to pay on the excess
- When your pension benefits will be tested against the lifetime allowance and the different rates of tax
- Your position at age 75
- Why breaching the lifetime allowance shouldn’t necessarily be avoided
- How pensions are tested against the lifetime allowance on death

Key take outs from this event:

Learn what you can do to avoid breaching the pension lifetime allowance and find out more about all of your available options.

 

Speakers

Roy Smith
Director

Roy Smith

Financial planning

Roy has been a financial planner since 1996. He holds Chartered status and is a Fellow of The Personal Finance Society. Roy enjoys the variety of clients and their objectives which he comes across on a daily basis and is proud of the role he plays in helping them come to life.

Gary Smith
Director, Financial Planning

Gary Smith

Gary is a Chartered Financial Planner and has been helping clients meet their financial objectives for over 20 years. He is a pension expert and is regularly quoted in the national press on such matters. Gary also deals with business owners, enabling him to provide both personal and business-related advice.

Disclaimer

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

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Time & Location

Online
10:00 - 11:00 GMT

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