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The advantages of beneficiary’s drawdown where a Lifetime Allowance Charge applies on death

The process and advantages of beneficiary drawdowns where a Lifetime Allowance Charge (LTA) applies on death.

Tax-Year-End planning for individuals

In this article we look at the main planning opportunities available to UK resident individuals for tax year 2019/20 and strategies which could be put in place to help minimise tax in 2020/21.

Technical news update 27/01/2020

Update from 9 January 2020 to 22 January 2020.

Personal Finance Society celebrates 15 year milestone

2020 celebrates the 15th anniversary of the Personal Finance Society.