Why paying a tax charge isn’t always a bad thing

16 January 2019



We’re pleased to tell you our first adviser policy paper – ‘Why paying a tax charge isn’t always a bad thing’ – is ready to download.

What’s inside?

Find out how paying annual and lifetime allowance tax charges can still make your clients better off in retirement.

This packed interactive paper also:

  • 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 of a scheme.
  • showcases different client scenarios.
  • explains other relevant considerations and regulatory issues.

Download a copy now.

Watch our webinar and earn CPD hours

Clare Moffat talks about the annual allowance charge and making the right decision in our recent webinar.

After watching this webinar, you will be able to:

  • How the annual, money purchase, and tapered allowances work. 
  • The operation and advantages of "scheme pays".
  • How to calculate whether an opt-out is suitable.
  • Regulatory requirements.

Watch webinar

Want to know more?

Send us your burning questions through our ‘Ask a question’ page.

Last updated: 28 May 2019

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.