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Strategies for Lifetime Allowance Planning

The Meaningful Money Personal Finance Podcast

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Is There a Lifetime Allocation?

The rules are the rules. Unless you use em every day, t doesn't necessarily stay in. Set up three small pots of ten thousand or less and take those as lump sums. If your d b scheme is going to take you over the lifetime allowance, you can ask the scheme to pay. i've not yet come across a scheme which hasn't been able to do that.

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