• Techlink in Conversation Podcast – Episode 63 – Claire and Eddie discuss the lifetime allowance changes

  • 2024/02/22
  • 再生時間： 16 分
  • ポッドキャスト

Techlink in Conversation Podcast – Episode 63 – Claire and Eddie discuss the lifetime allowance changes

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  • Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss the imminent lifetime allowance changes.

    The Chancellor announced the abolition of the lifetime allowance (LTA) in the spring budget of 2023. While there may be amendments, the main form of the legislation should go through. As a result, the LTA charge will be removed from 6 April 2023, but the existing framework remains in place until the full abolition in the 2024-2025 tax year. Claire discusses the changes and what advisers should consider and what they should say to their clients.

    Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, Vulnerability and Research themed conversations.

    Please leave a comment, we would love to know what you think of our conversations, why not like it too!

    Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.
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あらすじ・解説

Eddie Grant chats to Claire Trott, Technical Connection Director, to discuss the imminent lifetime allowance changes.

The Chancellor announced the abolition of the lifetime allowance (LTA) in the spring budget of 2023. While there may be amendments, the main form of the legislation should go through. As a result, the LTA charge will be removed from 6 April 2023, but the existing framework remains in place until the full abolition in the 2024-2025 tax year. Claire discusses the changes and what advisers should consider and what they should say to their clients.

Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, Vulnerability and Research themed conversations.

Please leave a comment, we would love to know what you think of our conversations, why not like it too!

Please note - The content of this recording is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Technical Connection Ltd nor any of its officers, employees or contractors can take responsibility for any loss occasioned as a result of any such action or inaction.
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