26th November 2019
Lifetime allowance - a master-class of the technicalities (60 minutes)
60 minutes CPD
Hear from Fiona and Jim as they cover everything you need to know about the lifetime allowance - including when benefits are tested, the charge and how it’s paid during lifetime and on death.
Learning outcomes
At the end of this session you’ll have an understanding of how to:
- Evaluate the impact the LTA may have on your clients’ pension planning.
- Evaluate the impact the LTA may have on the benefits available on your clients’ death.
- Explain to clients how the LTA may affect their pension planning and how they could reduce or eliminate the impact.
- Estimate the likely LTA charge on taking benefits or on death.