Watch our webinar to hear Martin Haggart, our Technical Pensions Manager, and Elaine Cruickshank, our Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance, including:
• how the lifetime allowance applies during lifetime under defined benefit and defined contribution schemes, and potential tax mitigation strategies;
• how it applies on death, it’s impact on legal personal representatives and the key decisions for beneficiaries, and
• alternative savings options and protection strategies for those affected.
This webinar is eligible for 40 minutes of unstructured CPD points.