Paraplanners Assembly 2023: What did the Budget mean for lifetime and annual allowances?

Last Updated: 19 Apr 23 60 min watch

Les Cameron (Head of Technical, M&G Wealth)
Mark Devlin (Senior Technical Manager, M&G Wealth)

They look at how the current tax landscape affects clients and how pensions can help deliver good client outcomes.

60 minute video (approximately)     

Learning outcomes

By the end of this session, you will be able to:

  • Are benefit crystallisation events (BCEs) dead?
  • What’s the story with tax free cash cap?
  • Busting fixed protection and adding contributions: what does that mean for lifetime allowances? Are there implications for divorce? Will this actually become law and for how long? And who loses out?

Claiming your CPD

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