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11th May 2020

FundsNetwork’s pension LTA adviser support package

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss the pension LTA and its framework, which was recorded before the lockdown. A planning checklist highlights key considerations when assessing an individual’s pension savings and the impact of LTA through four steps. The package also includes a technical document for professionals and client-friendly guide to aid discussions.

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Tax, Trust & ISA, Pensions, Partner Videos, Partner Guides & Whitepapers

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Free Registration and CPD

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