90 min watch 1 Feb 24
Lots of time, effort and energy has been expended getting collective heads around the new, but still potentially changing, Lifetime Allowance (LTA) rules. But with the abolition date hurtling towards us at great speed, questions have turned from 'how do the new rules work' to 'who might be impacted and what might we need to do'?
Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G Wealth discussed what they think on the 'who' and the 'what'.
The event qualified for up to 90 minutes structured CPD accredited by CII and now you should be able to:
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Every January, Tax Year End comes around like clockwork. And at the same time, the M&G Wealth Technical Team start to receive a myriad of questions with a specific tax year end slant…
Following the Chancellor’s Autumn Statement on 22 November, the award-winning M&G Wealth Technical Team pored over the details as normal, separating what does and doesn’t matter when it comes to your clients’ financial planning.