Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss the imminent lifetime allowance changes.
The Chancellor announced the abolition of the lifetime allowance (LTA) in the spring budget of 2023. While there may be amendments, the main form of the legislation should go through. As a result, the LTA charge will be removed from 6 April 2023, but the existing framework remains in place until the full abolition in the 2024-2025 tax year. Claire discusses the changes and what advisers should consider and what they should say to their clients.
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Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.
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Techlink in Conversation Podcast – Episode 62 – Research Series – Simon Neville, Business Exits
Techlink in Conversation Podcast – Episode 61 - Claire and Eddie discuss hot topics
Techlink in Conversation Podcast – Episode 60 – Learn and Share Series – Charlotte Watson, Charlotte Watson Financial Planning
Techlink in Conversation Podcast – Episode 59 – Research Series – Alex Hall – Inspiring the next generation of advisers
Techlink in Conversation Podcast - Episode 58 - Vulnerability Series - Hannah Coffey - Vulnerability and Client Assistance
Techlink in Conversation Podcast – Episode 57 – Technical Series – Helen O’Hagan – Trusts and Trustee Duties
Techlink in Conversation Podcast – Episode 56 – Research Series - Anna Blake
Techlink in Conversation Podcast – Episode 55 - Claire Trott - Pensions Awareness Week
Techlink in Conversation Podcast – Episode 54 – Barbara Gardener - The five most common trust misunderstandings
Techlink in Conversation Podcast – Episode 53 - Mindset Coaching
Techlink in Conversation Podcast – Episode 52 - Budget tax changes and the impact on business owners
Techlink in Conversation Podcast – Episode 51 – Trust Registration Service - Ben Ward
Techlink in Conversation Podcast – Episode 50 – Techlink & social media overview - Lucy McIntosh & Scott Grassick
Techlink in Conversation Podcast – Episode 49 – Learn and Share – Harold Stephens
Techlink in Conversation Podcast – Episode 48 – Spring Budget 2023 – Focus on Pensions
Techlink in Conversation Podcast – Episode 47 – International Women’s Day
Techlink in Conversation Podcast – Episode 46 – Professional Bodies – The PFS
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