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Strategies for Lifetime Allowance Planning

The Meaningful Money Personal Finance Podcast

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How to Maximize a D B Scheme?

It's easier to pay your lifetime allowance charge from a d c lump fund, rather thn have some sort of a factor on the income effecting the effect as well. Check how your scheme might deal with it and undo the mats. Your employer might offer you cash if you do opout of the schemeye, its its possibility. And that leads us quite nicely on to number five, which is, we need to actually plan for this stuff. It's why you and i had a job. But these are high risk investments not to be taken on without seious thought. We must never remember, let the tax tail wag the dog.

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