LTA & Protection options
CII/PFS accredited CPD learning that helps take your business forward
Thought Leadership our insights on current topics
- Is the LTA charge a price worth paying?
- LTA & legacy planning – when should excess be crystallised?
- Debunking the myths on the best way to take tax free cash
- Webinar: LTA planning – when should excess funds be crystallised? (36 mins)
- Pensions Awareness Day – five LTA myths which could cause clients to cease funding prematurely
- DB transfers - navigating the appropriate limit
- Webinar: DB transfers - planning around the appropriate limit (16 mins)