In a world of constantly changing legislation, our in-house technical experts have compiled a host of resources to help you navigate the transition from Lifetime Allowance (LTA) to Lump Sum Allowance (LSA) and Lump Sum and Death Benefit Allowance (LSDBA) – including our latest webinar, downloadable guide and technical articles.
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Testing pension benefits
Understand the likely impact of the introduction of the LSA and LSDBA on your clients, and the best ways to manage benefits from 2024/25 onwards. Our ‘Testing pension benefits’ guide features:
• How benefits are tested in the member's lifetime. • How benefits are tested, and taxed, on death. • Example scenarios. • Key planning points.
Life after the Lifetime Allowance - Part 2
Join our Senior Technical Consultant, Lisa Webster as she discusses the latest on ‘Life after the Lifetime Allowance’ and the impact of the Autumn Finance Bill.
Related articles
Further insights from our in-house team of technical experts.
