12th July 2019

FundsNetwork: The lifetime allowance: the devil’s in the detail

Even though the lifetime allowance (LTA) may have been introduced as part of ‘pension simplification', back on A-Day in April 2006, given the constant tinkering it has seen over the years, LTA planning can be far from simple. In his latest article, Paul Squirrell, FundsNetwork’s National Pensions Sales Manager, covers the principles of the lifetime allowance, the protections available and the tax charges.

Tax, Trust & ISA, Pensions

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M&G: Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

M&G: Trusts School – Remaining Sessions

There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.

M&G: Trusts School – Session 3 reminder

Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.

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