Our employees are able to work remotely so that they can follow social distancing rules while continuing to advise clients and manage portfolios.  To help us during these unusual times, wherever possible please avoid sending post to our offices – instead, please use email or phone, or secure messaging available via My Tilney.

Pension Lifetime Allowance

Protecting your pension from a tax charge

Changes to pension rules in recent years mean now could be a good time to revisit your retirement saving plan. One important change which has been overlooked by many savers is the reduction of the pension lifetime allowance from £1.25 million to £1 million and its subsequent increase to £1.0731 million. This means you may need to review your pensions if you are concerned about a potential tax charge.

In this guide:

  • How much you can save in your pension before a tax charge
  • The different ways to protect your lifetime allowance
  • How much tax you have to pay on the excess

Download your free guide

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