LTA

Kirsty Anderson: Why advisers should not fear the age 75 LTA tax charge

Pensions

Kirsty Anderson: Why advisers should not fear the age 75 LTA tax charge

Current limit frozen until 5 April 2026

clock 27 June 2022 • 6 min read
Neil MacGillivray: A pension death benefit claim quandary

Tax planning

Neil MacGillivray: A pension death benefit claim quandary

Thinking it through

clock 07 June 2022 • 4 min read
Dave Downie: Pensions and the tax year end - know your limits

Pensions

Dave Downie: Pensions and the tax year end - know your limits

Limits and allowances

clock 29 March 2022 • 5 min read
Martin Jones: Remember the LTA test at age 75

Pensions

Martin Jones: Remember the LTA test at age 75

How are funds tested?

clock 14 March 2022 • 3 min read
Jessica List: Which LTA protections are still available?

Pensions

Jessica List: Which LTA protections are still available?

Complex set of rules

clock 04 March 2022 • 4 min read
Bethany Joslyn: Lifetime allowance charges explained

Pensions

Bethany Joslyn: Lifetime allowance charges explained

LTA on the agenda

clock 06 January 2022 • 3 min read
David Downie: Avoiding the pension advice pitfalls of age 75

Pensions

David Downie: Avoiding the pension advice pitfalls of age 75

Personal and planning milestone

clock 12 November 2021 • 5 min read
Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Retirement

Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Could have benefited from IP16

clock 01 November 2021 • 2 min read
IFA firm to pay £15,000 compensation after LTA advice failure

Regulation

IFA firm to pay £15,000 compensation after LTA advice failure

‘Never got to grips with LTA regime’

clock 27 September 2021 • 3 min read

Pensions

Pension tax allowance revenues top £600m as more savers breach limits

Lifetime and annual allowance figures

clock 30 June 2021 • 5 min read