In a world where even HMRC doesn’t seem too sure what the score is, how can paraplanners get to grips with the new allowances landscape so clients know what they need to know right now?
Well you could tune into this recording of our Assembly with Les Cameron on 24 April 2024 for starters.
Because M&G Wealth’s head of technical took us on a guided tour of the new allowances regime following the abolition of the lifetime allowance (LTA).
During this lunch-hour event, hosted by Richard Allum of The Paraplanners, Les explored what has changed, what matters, and what it all means for you and your clients.
Here are useful links and downloads from this event. M&G Wealth have created a dedicated page for this event where you can take a quiz to receive a record for your CPD. Just follow the link to grab your certificate.
Les Cameron's guide to the new allowances landscape at M&G Wealth
Les refers to slides throughout this Assembly which you can download here:
Slidedeck: Quite simply - the new pension allowances
Finally, Les mentioned M&G Wealth's transitional tax free amount tool, which is available here:
M&G Wealth’s transitional tax free amount tool
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