For professional advisers’ use only.
In this webinar, Lisa Webster examines how pension benefits will be tested from April 2024 when the lifetime allowance is abolished. She explains the rules announced in the Autumn Finance Bill released on 29 November, which include tax treatment of death benefits, transitional measures and international aspects, as well confirming details – and a few changes – to the draft rules we saw in July. Lisa finishes with an analysis of the new rules and some planning points coming out of the new regime.
The value of investments can go down as well as up and your client may not get back their original investment. Tax and pension rules apply.
Video
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