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Trentham Invest
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Case Studies

Lifetime Allowance (LTA) and Tax Planning for Pensions

Brian is a retired NHS doctor who's various pensions grew to a point where they would exceed his Lifetime Allowance.

However, with careful planning he was able to avoid a 55% tax bill on the excess. This importance of this forward planning was highlighted again when he came across two other pensions he had forgotten about.

Watch Brian's story now and if you are in a similar position you can call Trentham Invest Ltd on 01306 881999 for advice.



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Tel: 01306 881999
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Trentham Invest ltd is Authorised and Regulated by the Financial Services Authority. registration number 218325.
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