Pension Plan Allowances – A Phantom Menace?!

Session Content:

In this technical session, Andy will cover the challenges and opportunities that surround both the Annual and Lifetime Allowances. He will make clear how the relief’s may be maximised and the pitfalls to avoid.

Learning Outcomes:

• Understand the Annual Allowance and pension tax relief

• Understand the Tapered Annual Allowance

• Understand the Annual Allowance planning considerations

• Understand the Lifetime Allowance and potential tax charges

• Understand Lifetime Allowance planning opportunities

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