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A Guide to The Lifetime Allowance

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A Guide to The Lifetime Allowance (2)

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As Advisers will benefit from using this guide as it explains one of the most important topics of current times.

The Lifetime Allowance and the potential tax charge that results if the allowance is exceeded is relatively easy to manage, to avoid the charge – if that is the best option.. It is very similar to Inheritance Tax in this respect.

Yet the public do not understand the details of how this allowance works, and how or when the tax charge is applied.

This means there is a communication opportunity for leading advisers to share information to targeted contacts, and using this guide is an excellent way to do this.