"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...
ISA tax relief cost £3.3bn in 2018/19
Tax doesn't have to be taxing
No change to pension tax relief
Six months' prep time
Searches on Square Mile’s Academy of Funds