Join our webinar on Tuesday 23 July to hear Martin Haggart, our Technical Pensions Manager, and Elaine Cruickshank, our Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance, including:

  • how the lifetime allowance applies during lifetime under defined benefit and defined contribution schemes, and potential tax mitigation strategies;
  • how it applies on death, it’s impact on legal personal representatives and the key decisions for beneficiaries, and
  • alternative savings options and protection strategies for those affected.
Register here
  • Date: Tuesday 23 July 2019
  • Time: 11.00am
  • Duration: 40 minutes

The webinar can qualify for 40 minutes of structured CPD time, subject to verification, and we’ll send a certificate to participants after the webinar.