This one-hour virtual course delivered by Affinity Connect is designed to provide employees with an overview of the key issues relating to the Annual and Lifetime Allowances. Awareness and understanding of both pension limits is essential to avoid additional tax changes and to maximise available tax relief. It is aimed at;
- High earners who are:
- Looking to maximise their pension savings, and/or
- Concerned they may exceed the Lifetime Allowance at retirement.
- Raise awareness of the key financial planning issued around the Annual Allowance and Lifetime Allowance.
- Explain the terminology relating to the Annual Allowance and the Lifetime Allowance.
- Understand how the allowances are calculated.
- Identify the opportunities available to combat any potential Annual Allowance and Lifetime Allowance tax charge.
- Understand the next steps and where to receive further guidance and regulated financial advice.
This course is free to attend. If you would like to book your place, please click the link below
We are also running two other sessions relating to pensions which may also be of interest….
Planning Your Retirement: 9th February 2024 09.30-12.00
Understanding Your Pension Changes: 11th March 2024 13.00-14.30