Annual allowances

Описание к видео Annual allowances

Our Senior Technical Consultant, Lisa Webster, is back by popular demand for some more bite-sized technical pensions content.

This time, Lisa will be looking at the annual allowance; the different allowances, interactions between them and carry-forward; calculating the annual allowance charge; and how to pay the charge.

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Tax and pension rules apply.

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