The Meaningful Money Personal Finance Podcast cover image

Strategies for Lifetime Allowance Planning

The Meaningful Money Personal Finance Podcast

00:00

Is There a Lifetime Allowance Charge?

The life time allowance is not some sort of hideous thing, which is the end of the world if you breach it and you end up attracting a charge. We are fairly relaxed about it, and that's because our job as financial planners is to look at people's situation holistically. So what we talk about s leaving as much money an pension as possible. An, we'lltalk about that later on. When it comes to thes tae s charges, it doess. Because this is an important thing. And we've always, as advisers, been fairly sanguine about the l t charge. The other consideration that you mighn't even think about is that some of

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app