New Lifetime Allowance planning MasterClass
In this recorded Masterclass from 24 May 2017 we'll share our technical guidance on Lifetime Allowance planning and provide practical examples on topics including:
- A reminder of the LTA protection options
- The second LTA test
- The LTA and death benefits/estate planning
- Case studies looking at options for those at and above the LTA.
By the end of this Masterclass you will be able to explain:
- The events that trigger a lifetime allowance charge
- The lifetime allowance protection options
- The 2nd lifetime allowance test for drawdown funds.