Sign up for our webinar on pension tax changes

With a raft of changes to pensions tax, our Croner-i tax expert will be presenting a webinar on the latest developments

The webinar is scheduled for 2pm on Monday 31 July.

Our senior technical tax expert, Zigurds Kronbergs, will be giving an overview of the key changes in pensions tax, and what this means for your business and clients in the coming financial year.

Now that Finance Act 2023 has been passed, we have a better understanding of how the two-stage abolition of the lifetime allowance will affect existing pension arrangements, lump sums, protections, and charges.

Here are the key issues we will be covering:

  • explain the impact of the abolition of the lifetime allowance charge;
  • discuss the retained limit on pension commencement lump sums;
  • explain the new tax treatment of other excess lump sums;
  • highlight the continuing importance of existing protections; and
  • recap the increases in the annual allowance and the money purchase annual allowance.

Sign up for our webinar on 31 July at 2:00 pm.

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