Barrie Dawson: Winter is gone but the LTA freeze has arrived

LTA frozen until end of 2025/26 tax year

clock • 4 min read
Barrie Dawson: "What's crucial is that the calculations are revisited so that the client knows what to expect as a result of the freeze."
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Barrie Dawson: "What's crucial is that the calculations are revisited so that the client knows what to expect as a result of the freeze."

The frozen lifetime allowance for pension contributions is now in place. Here Barrie Dawson runs through some examples of what it could mean for clients. Calculators at the ready

With the lifetime allowance (LTA) frozen until the end of the 2025/26 tax year, what does this mean for those who thought CPI increases would save them from LTA excess charges? Stating the obvio...

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