Last chance for pensions
This coming tax year-end marks the end of the ability to claim transitional protection on large pensions (with values over £1.8M).
If you have a pension at this level and have not applied for protection, you need to apply now, or have the value in excess of the lifetime allowance taxed.
FREE Pension Management Seminars.
Come to one of our seminars to hear a little more about how to reduce your pension costs, improve its performance and mitigate the tax implications. Read more...
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FSA Statement
Wealth and Tax Management Independent Financial Planners is the trading name of Byrne Williams Limited which is authorised and regulated by the Financial Services Authority. Company registered number 2020674. Registered in England and Wales. Registered address: 1 The Willows, Mill Farm Courtyard, Stratford Road, Beachampton, Milton Keynes, MK19 6DS
