Lifetime Allowance. Could you be subject to the tax charge?

By Andy Pardoe, Compliance Officer at Anstee & Co.  The lifetime allowance is the overall limit of pension funds a member can build up during their lifetime before a tax charge applies. If you should go over this limit, you will pay a tax charge on the excess whenever you take income, withdraw a lump [...]

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IMPORTANT INFORMATION

Anstee & Co. Ltd is registered in England. Registration number: 7921408. Registered office: 6 Corunna Court, Corunna Road, Warwick. CV34 5HQ

Authorised and regulated by the Financial Conduct Authority. Anstee & Co. Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 577360. If you wish to register a complaint, please write to enquiries@ansteeco.co.uk or telephone 01536 483733. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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5 Brooklands Court, Kettering Venture Park, Kettering, Northamptonshire NN15 6FD

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