News & Views

Annual allowance excess tax charges and “scheme pays” (30 minutes)

6 Feb 2020

30 minutes CPD

An increasing number of people’s retirement plans are being affected by the tax law. There is a lot of confusion and concern amongst clients.

Good advice will help manage allowances and reduce exposure to excess tax bills. But for some excess tax bills are impossible to avoid.

Learning outcomes

  • Identify and handle those clients most likely to be affected.
  • Explain to clients their options and help them create a better, more considered outcome.


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