How the Lifetime Allowance works in practice for advisers

Presented by

Mike Ferguson, Andrew Roberts

About this talk

The Lifetime Allowance (LTA) limits the tax-effectiveness of pension wealth. Through successive amendments to the level of the allowance, the rules regarding how pension wealth is taxed have grown more complex. Rather than set out a comprehensive guide to all the variations, this webinar looks at examples of the more common instances where pension wealth exceeds the Lifetime Allowance, including cases where the savers have Enhanced Protection or Fixed Protection.

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Barnett Waddingham is the UK’s largest independent provider of actuarial, administration and consultancy services.