Paul Squirrell, Fidelity Adviser Solutions’ pension expert, answers a question raised via our Pension Forum. He considers whether an annual allowance tax charge applies to contributions made to a client’s pension in the same tax year as an UFPLS withdrawal was made. In this example, the contributions were in excess of the MPAA.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
You need to be logged in to comment on this article