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Fixed Protection

Pensions

On a mission: Protecting clients from the lifetime allowance cut

007 protection

clock 28 April 2016 • 4 min read

Regulation

Adviser lifetime allowance worries spike in Q1 - James Hay

More advisers are worried about their clients incurring lifetime allowance (LTA) tax charges, according to retirement wealth platform James Hay Partnership, which saw queries around the upper contribution limit spike in the last quarter.

clock 06 June 2014 •

Pensions

The lifetime allowance and pension protection opportunities

Nigel Hatt looks at the protection opportunities for those in danger of breaching the lifetime allowance.

clock 17 April 2014 •

Pensions

Is a taxed benefit better than no benefit at all?

The lifetime allowance drops to £1.25m in April ushering in a whole new protection regime. Mike Morrison asks whether it is always right to take up this protection.

clock 21 March 2014 •

Income

Why breaching the LTA might be a client's best option

Taking a hefty tax charge on the chin might be the right decision

clock 07 March 2014 •
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