In the know

Author: Lucas Fettes Financial Planning

Welcome to In the know, where our expert team talk through important financial planning topics. The purpose of this podcast is to help you understand why everyone is financially unique, what your relationship with money is and how this is influenced. We hope that by making these discussions accessible, you are able to make more informed decisions moving forward. Throughout this series, our discussions will feature many of our expert team, trusted professionals from other disciplines, as well as other featured guests. Visit our website: www.lffinancialplanning.co.uk
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Language: en

Genres: Business, Investing

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Episode 40 - What changes to pension rules could mean for you
Wednesday, 24 April, 2024

In this episode, Josh Cushion and Paul Thurston discuss the changes to pension rules which came into effect from April 2024 and how this could impact you. Within their conversation, they cover: the removal of the Lifetime Allowance; the new Lump Sum Allowance and Lump Sum Death Benefit Allowance; how both allowances are tested; who may need to apply for a Transitional Tax-Free Amount Certificate; and what you may need to consider after these changes to pension rules. Visit our website for more content: ⁠⁠⁠⁠https://lffinancialplanning.co.uk/⁠⁠⁠ Important information The contents of this podcast do not constitute financial advice. The impact of taxation (and any tax relief) depends on individual circumstances. This has been prepared based on our current understanding of UK Law, Taxation and HMRC practice, all of which could be subject to change in future. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. This podcast constitutes a financial promotion. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.