Pension Advice and Pitfalls for those aged 75

75 is a momentous age for pension savers. Larger funds could be subject to the LTA charge at 75, and beyond 75 contributions no longer attract tax relief and death benefits will ultimately become taxable. While nothing can be done to avoid any of these events, their impact can be minimised with the appropriate advice, ensuring that your clients and their families are able to maximise the benefits available to…

Read More