Pension Lifetime Allowance…

If the combined value of your pension savings exceed the current/future Lifetime allowance you could face significant charges, you could be inadvertently going over the lifetime allowance thresholds.

Even if your pension savings NOW are not over the total allowance, by your retirement you could breach the pension lifetime allowance thresholds.

By planning now you can mitigate any adverse implications, but any decisions or changes you make need to be handled carefully by an experienced and qualified pension adviser. This is where we can help you…

“Is it worth exceeding the lifetime allowance?” “Tips when you are approaching the pension lifetime allowance”, “Protection from lifetime allowance”, “Strategies for mitigating lifetime allowance”, “Planning for lifetime allowance”, “Lifetime allowance tax charges”

Get your FREE Lifetime Allowance review, provided by an authorised and qualified pension specialists.
Even if you currently have your own financial adviser, it is always good to get a second opinion on your options.

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Free lifetime allowance guide to download.
Download the LTA Guide