This one-hour virtual course delivered by Affinity Connect addresses the April 2023 changes to the Pension Tax Allowance relating to the Lifetime Allowance and the Annual Allowance. This course is suitable for higher earners.
Who is this course aimed at? This course is for people who typically fall into two categories:
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- Those who are high earners contributing to their pension who may breach their Pension Tax Annual Allowance. Or,
- Those who want to utilise savings to enhance their pension who are concerned about the Pension Tax Allowance liabilities.
The Pension Tax Allowance impacts each of these circumstances differently.
What’s in the course?
- Review of the current position on the Pension Tax Allowance.
- Areas where you can maximise contribution and relief opportunities.
- The options should you exceed these limits – Pay or Avoid.
- Alternatives to your pension for example; Other Tax efficient savings or considering your partners options.
How will this information benefit you?
This information will not only help you become aware of your position in relating to the Pension Tax Allowance limits, it provides options as you approach those limits to maximise contributions or mitigate liabilities and explains your personal responsibilities to HMRC.
Testimonies:
“Really useful session and well delivered. Gave me a good overview of the information and lots to think about and actions to take.”
“Informative and enlightening detail provided by a very knowledgeable financial coach. It has illustrated my shortfalls in knowledge and a way forward to remedy it. Thank you.”
“The presenter has a friendly and helpful presentation style and explained the information on the slides well. A good introduction to finance control with some helpful advice I wasn’t aware of previously.”
New! Promotional video: Pension Tax Allowances Promotional Video
This course is free to attend. If you would like to book your place, please click the link below:
Affinity Connect – Kernow Health CIC course registration page