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Roadshow Special - Keep calm and carry forward

4 weeks ago

In this must-see video, Lisa will take a look at how to time pension contributions for maximum tax efficiency, with a look at both carry-forward and the impact of the taper rules.

 

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Lisa Webster
Name

Lisa Webster

Job Title
Senior Technical Consultant

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

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