The lifetime allowance may have been introduced as part of 'pension simplification' back in April 2006 but given the constant tinkering it has seen since, writes Paul Squirrell, LTA planning can be far from simple
The lifetime allowance (LTA) may have been introduced as part of ‘pension simplification' on 6 April 2006 - A-Day, as it was known - yet, given the constant tinkering it has seen over the years, LTA planning...
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
'£8,000 annuity trap'
Perhaps don't pick up the phone...
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