Concerned About Your Pension Lifetime Allowance?

If the combined value of your pension savings exceed the Lifetime allowance you could face significant tax charges, in some cases people are inadvertently going over their lifetime allowance. By planning now you can mitigate any adverse implications.

Get a FREE Lifetime Allowance assessment provided by our expert team of qualified pension specialists. By taking advice you can be assured of making the right decisions for your future…

Get Started Today…

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Important Notice

If you think you may exceed the lifetime allowance threshold or you are not sure about your options it is important to get independent qualified advice as soon as possible so that you can mitigate the implications of the LTA (lifetime allowance).

How Much Is Your Pension Worth?

By allowing us to carry out a thorough pension assessment we can give you an accurate value of how much ALL your pensions are worth and if you exceed, or could exceed, the lifetime allowance threshold.

Improve Your Retirement Income?

By combining your pension funds and managing the funds they are in you can improve your overall retirement income potential.

By using our assessment service we will also provide you with options to improve the overall performance of your pension investments.

Calculate Your Lifetime Allowance

Lifetime Allowance was reduced in 2016, but you can apply to protect your lifetime allowance from this reduction. Calculate your lifetime allowance and see if you need to take advice to protect your pension.

We have a free lifetime allowance guide you can download.