M&G adds LTA transition calculator
- Wednesday, 14 February 2024
- Articles
M&G Wealth has added a new tool help advisers calculate whether their clients could benefits from a Transitional Tax-Free Amount Certificate ahead of the abolition of the Lifetime Allowance (LTA) in April.
Read more...Scrapping LTA may fuel pension 'estate planning'
- Tuesday, 25 April 2023
- Articles
Financial advisers and Paraplanners believe more clients will use pension pots to pass wealth on to dependants after the abolition of the Lifetime Allowance (LTA), according to a new survey.
Read more...Doctors should rethink retirement plans - Quilter
- Thursday, 16 March 2023
- Articles
Wealth manager Quilter has warned doctors and senior medical professionals close to retirement to halt their plans and seek professional financial advice before quitting work.
Read more...Expert attacks Labour plan to reverse LTA axe
- Thursday, 16 March 2023
- Articles
Leading industry pensions expert Andrew Tully, technical director at Canada Life, has castigated Labour’s plan to reverse the scrapping of the Lifetime Allowance (LTA).
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