For many dentists, pension tax remains one of the most complex aspects of retirement planning. While the Lifetime Allowance has been abolished, important considerations remain, including Annual Allowance charges, new lump sum limits and the ongoing implications of the McCloud remedy.
At this practical webinar, specialists from our partners Chase de Vere will help you better understand the pension tax issues that could affect your retirement plans.
What you'll learn
During this webinar, they will help you understand:
Whether you could be affected by an Annual Allowance tax charge
The options available if you face an Annual Allowance liability
What the abolition of the Lifetime Allowance means in practice
The new limits that now apply to tax-free lump sums and death benefits
The latest developments surrounding McCloud and what they could mean for you
Practical considerations to help you make informed retirement planning decisions.
There will also be an opportunity to ask questions during a live Q&A session with the presenters.
Whether retirement is approaching or still several years away, this session will help you understand the pension tax rules that may have an impact on your future plans.
Important information
This webinar is for information purposes only and does not constitute personal financial advice. Any questions submitted during the webinar will be answered on a general basis and individual circumstances will not be discussed.
