Part 3 Retirement Planning CTA 864X480

The Pensions Lifetime Allowance

The options advisers have when helping clients who may be faced with a lifetime allowance tax charge.

About the webinar

CPD: 45mins

In this CPD qualifying webinar John Chew (Pension, Tax & Estate Planning Specialist) will look at the options advisers have when helping clients who may be faced with a lifetime allowance tax charge.

The webinar will cover:

  • a brief recap on benefit crystallisation events, the lifetime allowance and potential tax charges
  • some of the challenges advisers have when faced with clients approaching or potentially exceeding their LTA
  • different strategies that could be considered and the tax consequences

About the presenter

John has 30 years' experience working with advisers within the retirement, investments, estate planning and platform markets. He has a wealth of experience as the former Commercial Director at Fidelity International responsible for the strategy of Fidelity Retirement Solutions, and Funds director at Legal and General.

Support

Your CPD certificate will be sent to your registered email address once you have completed the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk 

Watch the webinar