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The Big Questions: How can I manage my lifetime allowance?

In light of recent changes to the pension lifetime allowance, we have updated our guide on the importance of planning ahead to minimise any tax charges
The Big Questions: How can I manage my lifetime allowance?

Key points:

  • Work out whether you are at risk of incurring a charge by adding up the value of all your pension pots
  • Don't forget the test at 75
  • What is the money for? If you are planning to pass it on, the LTA shouldn't be too much of a concern, if you are planning on spending it, it can be

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