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FOR ADVISERS ONLY

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

education iconClare 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: 12 Sep 2019

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