Bestinvest Logo
Learning
News & events

Could you take advantage of new legislation and fast forward your pension planning?

The Spring 2023 budget outlined plans for the pension lifetime allowance to be abolished from April 2024. However, it doesn’t mean you can forget about it completely. Discover everything you still need to know: what it is, how it is applied and the tax implications of exceeding it. We will also give you the tools to manage your pension efficiently and take advantage of beneficial tax reforms.

09/11/2023 - 10:00-11:00
|Webinar event

Online

Could you take advantage of new legislation and fast forward your pension planning?
Share on TwitterShare on Linkedin

The Spring 2023 budget outlined plans for the pension lifetime allowance to be abolished from April 2024. However, it doesn’t mean you can forget about it completely. Discover everything you still need to know: what it is, how it is applied and the tax implications of exceeding it. We will also give you the tools to manage your pension efficiently and take advantage of beneficial tax reforms.

Find out more about:

  • The changes to pension funding allowances and how much you can now contribute
  • The impact on the lifetime allowance now and in the future
  • New limits that have been proposed for 2024
  • Why avoiding the abolished lifetime allowance charge could be beneficial
  • Whether those with lifetime allowance protection should recommence pension saving

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.

To view Zoom's privacy statement please click here

Speakers

Gary Smith

Gary Smith

DirectorFinancial Planning

Roy Smith

Roy Smith

DirectorFinancial Planning

Andy King

Andy King

Retirement Planning SpecialistFinancial Planning

Get insights and events via email

Receive the latest updates straight to your inbox.

By clicking the following button you are agreeing to our website conditions.

Speak to our experts

If you can't find the answer to your question, get in touch or we'll be happy to call you.

Call us

Related Events

Is this the most important tax year ever?

Event

Is this the most important tax year ever?

With the UK tax burden set to rise to the highest level since the second world war and key allowances being frozen or cut, it is more important than ever to maximise your tax allowances while you can. After all you’ve worked hard for your money.
17/03/2023 - 10:00-11:00 Webinar
Watch event
Private Client Week - The megatrends shaping investment portfolios

Event

Private Client Week - The megatrends shaping investment portfolios

We are at an inflection point today. The relative macroeconomic stability of the Great Moderation – which spanned the past four decades from 1980 to 2020 – is over and the years ahead are set to look very different.
17/05/2023 - 10:00-11:00 Webinar
Watch event
Passing on your wealth to adult children

Event

Passing on your wealth to adult children

This recording explores the different methods of passing on your money to your adult children
13/04/2023 - 10:00-11:00 Webinar
Watch event
The tax landscape

Event

The tax landscape

Introducing our new series of tax webinars, which will focus on tax matters affecting individuals and trustees.
03/11/2022 - 13:00-14:00 Webinar
Watch event