HMRC set to issue revised rules on LTA abolition
- Thursday, 28 March 2024
- Articles
HMRC has said that it intends to issue a second set of regulations changing the legislation governing the lifetime allowance abolition.
Read more...M&G adds LTA transition calculator
- Wednesday, 14 February 2024
- Articles
M&G Wealth has added a new tool help advisers calculate whether their clients could benefits from a Transitional Tax-Free Amount Certificate ahead of the abolition of the Lifetime Allowance (LTA) in April.
Read more...Scrapping LTA may fuel pension 'estate planning'
- Tuesday, 25 April 2023
- Articles
Financial advisers and Paraplanners believe more clients will use pension pots to pass wealth on to dependants after the abolition of the Lifetime Allowance (LTA), according to a new survey.
Read more...Doctors should rethink retirement plans - Quilter
- Thursday, 16 March 2023
- Articles
Wealth manager Quilter has warned doctors and senior medical professionals close to retirement to halt their plans and seek professional financial advice before quitting work.
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