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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?
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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.

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Speakers

Gary Smith

Gary Smith

DirectorFinancial Planning

Roy Smith

Roy Smith

DirectorFinancial Planning

Andy King

Andy King

Retirement Planning SpecialistFinancial Planning

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