FOR ADVISERS ONLY

Annual allowance, who’s afraid of the big bad tax charge

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

 

Download this video (right-click and save)

Annual allowance charge – making the right decisions presentation

*this webinar was recorded on the 16 January 2019. 

CPD learning outcomes - 60 minutes

60 minutesAfter watching this webinar, you'll have an understanding of:

  • 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.
Last updated: 28 May 2019
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