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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)

*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.

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.