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FOR ADVISERS ONLY

Lifetime allowance - take it to the limit and beyond

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Craig explains why the LTA was introduced, how the level has changed over the years and the impact of the 2021 Budget and what this change will mean.

He'll also explore what the most encountered BCEs are and the options for paying the LTA tax charge when it’s due.
You’ll also hear more about different LTA protection options and the  role these can still play in the advice process.

The LTA is often seen as something to be avoided so, in this webinar Fiona and Craig discuss opting out of a scheme versus staying in and facing the tax charge and will use a case study to bring this to life.

CPD learning outcomes - 40 minutes

timer iconAfter watching this webinar you'll understand: 

  • Why the lifetime allowance was introduced, how it has changed over the years and the impact of the 2021 Budget.
  • How the lifetime allowance works and the various protections available
  • More about the options available if the lifetime allowance is breached and whether an opt-out is suitable

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.