Understanding the impact of the changes to the Annual and Lifetime Allowance

Working with clients over the long term to respond and adapt plans, navigating changes outside our control, is a key part of the value we offer as financial planners. Sometimes the writing is clearly on the wall and the changes are to be expected, such as the reduction in the capital gains tax annual exemption which takes effect from April 2023. But, sometimes, they catch us by surprise… such as the sudden abolition of the lifetime allowance charge announced in the Spring Budget.

If the abolition of the lifetime allowance charge has got you wondering, ‘is this too good to be true’ or ‘what does this mean for my long-term planning’, you’ll be pleased to know that we have already been reviewing the impact of the changes.

We’re offering existing and new clients the opportunity to join us for a short update webinar on Monday 27th March 2023 12pm – 12.30pm; when one of our Advisers, Faraz Rahman, will be providing an overview of the changes to both the Annual and Lifetime Allowances and the impact we anticipate on financial planning.

Please register using the link below. We will do our best to answer any questions on Monday, but if not, we will be offering free 30-minute consultations with our experienced advisers on Wednesday 29th March to answer any specific questions you have.

Click Here To Register

Annette Hender

Partner and Chartered Financial Planner















Contact us for help with your finances.