The Lifetime Allowance is frozen until 2026. Exceeding the threshold could mean you pay more tax when you start taking an income…
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
A great help
Please thank Sue for all her help. It is always a pleasure to speak to her. She sounds like a lovely young lady.
Thank you for your continued good work
Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.