Neil MacGillivray: Triggering the MPAA and a real-life case study

'Three common triggers'

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Neil MacGillivray: Triggering the MPAA and a real-life case study

"Woah Trigger!" exclaims Neil MacGillivray, who uses a real-life case study to assess the common ways savers can trigger the money purchase annual allowance and details how advisers can help clients sidestep accidentally incurring the tax charge

The recent finding by the Financial Ombudsman Service in favour of a client who triggered the money purchase annual allowance (MPAA) and subsequently incurred a tax liability due to the pension advice...

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