Concerned About Your Pension Lifetime Allowance? Download our FREE Lifetime Allowance Guide

Since 6 April 2006 the government has restricted the tax-breaks on pensions by applying a ‘lifetime allowance’ (LTA). If the combined value of your pensions exceeds this allowance you could face tax charges you weren’t anticipating.

Find out your options…

To download the comprehensive lifetime allowance guide, complete your details below.
In return for providing the guide, we would really also like to contact you. We will give you time to have a read and then phone you on the number you provide below. 

The call will last about 5 mins and is completely free and you are under no-obligation, you will get the opportunity to speak to one of our highly experienced (Qualified IFA) pension specialists!

Therefore, please ensure your details are accurate as the guide will be sent to your email address and we will need a phone number that we can contact you on.

  • Please provide your contact telephone number.
  • Please make sure this is a real email address as we will send the guide to your email address.

By submitting your information to us you are consenting to us contacting you regarding our services.
You can read our full (CLICK) Data Protection Statement

Even if your income is moderate you could fall foul of the Lifetime Allowance rules!

Learn About Pension lifetime Allowance Protection

Can I reduce my lifetime allowance liability

Who is responsible for checking LTA

How do I know if I have exceeded my LTA

You could pay a 55% tax charge