LTA

Martin Jones: Remember the LTA test at age 75

Pensions

Martin Jones: Remember the LTA test at age 75

How are funds tested?

clock 14 March 2022 • 3 min read
Jessica List: Which LTA protections are still available?

Pensions

Jessica List: Which LTA protections are still available?

Complex set of rules

clock 04 March 2022 • 4 min read
Bethany Joslyn: Lifetime allowance charges explained

Pensions

Bethany Joslyn: Lifetime allowance charges explained

LTA on the agenda

clock 06 January 2022 • 3 min read
David Downie: Avoiding the pension advice pitfalls of age 75

Pensions

David Downie: Avoiding the pension advice pitfalls of age 75

Personal and planning milestone

clock 12 November 2021 • 5 min read
Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Retirement

Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Could have benefited from IP16

clock 01 November 2021 • 2 min read
IFA firm to pay £15,000 compensation after LTA advice failure

Regulation

IFA firm to pay £15,000 compensation after LTA advice failure

‘Never got to grips with LTA regime’

clock 27 September 2021 • 3 min read

Pensions

Pension tax allowance revenues top £600m as more savers breach limits

Lifetime and annual allowance figures

clock 30 June 2021 • 5 min read

Pensions

Barrie Dawson: Winter is gone but the LTA freeze has arrived

LTA frozen until end of 2025/26 tax year

clock 04 May 2021 • 4 min read

Tax Planning

Hard-hit NHS staff: Advisers discuss new tax year challenges

Budget consequences

clock 07 April 2021 • 5 min read

Featured

RP case studies: LTA charges on death benefits explained

Jessica List looks at the possible charges on death benefits linked to the lifetime allowance in the latest RP case study

clock 24 March 2021 • 4 min read
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