Why paying a tax charge isn’t always a bad thing
We’ve updated our adviser policy paper and it’s ready to download.
This packed interactive paper also explains how paying annual and lifetime allowance tax charges can still make your clients better off in retirement, and…
- digs deeper into the options for paying these charges
- offers a solution to help you identify if your clients are better off financially in or out a scheme
- showcases different client scenarios
- explains other relevant considerations and regulatory issues.
*policy paper last updated October 2022