Fraud Blocker How do you take advantage of the lifetime allowance abolition? | Saltus

How do you take advantage of the lifetime allowance abolition?

With Jeremy Hunt going further than anyone expected on pensions with his budget announcement this year, Tom Merchant and Phil Bevan will look to delve into the detail and analyse what this means for clients’ financial plans.

Please enter your details to access the webinar

Firstname is required
Firstname should not include numbers and must be a minimum of 2 characters
Surname is required
Surname should not include numbers and must be a minimum of 2 characters
Please enter a valid email address
Phone number is required
Must be a valid phone number format and a minimum of 11 characters
First line address is required
Portfolio size is required

We will treat your personal information with respect. By submitting this form, you understand that we will process your information in accordance with our privacy policy, and that you may receive ongoing insights from Saltus by email, phone or post.

An illustration of a man in a bath reading a newspaper

In this webinar...

With Jeremy Hunt going further than anyone expected on pensions with his budget announcement this year, Tom Merchant and Phil Bevan will look to delve into the detail and analyse what this means for clients’ financial plans. They will look to explain what the changes are, when they will be rolled out and most importantly how will this affect retirement planning.

 

Key areas covered

  • What are the changes?
  • Is a pension now the only tax wrapper you need?
  • What impact will this have on inheritance tax planning?
  • What happens if the government changes? How do you future proof your plan against legislation reversal?

Other webinars you may like...

Autumn Budget Webinar
13 November 2024

In conversation with Tom Merchant and Gianpaolo Mantini

Tom Merchant
Gianpaolo Mantini
The first Labour budget in 14 years has been unveiled, bringing a host of noteworthy changes. Join Tom Merchant and Gianpaolo Mantini as they explore these developments and discuss their potential implications for you. From adjustments to Capital Gains Tax to shifts in pension policies, find out how to effectively navigate this changing landscape and maximise your financial planning in the years ahead.
One high earner in the household? Key financial planning steps to avoid overpaying tax in retirement
17 October 2023

In conversation with Tom Merchant and Jack Munday

Tom Merchant
Jack Munday
Chartered Financial Planner Jack Munday discusses with Tom Merchant ways in which he helps couples structure their retirement when one of them is a high earner.
Alternatives: the integral role they play in portfolios
27 July 2023

In conversation with Tom Merchant and Charles Ambler

Tom Merchant
Charles Ambler
In this webinar, Tom Merchant and Charlie Ambler explore how the Saltus Asset Management team use alternative asset classes to enhance client portfolios.
Protecting your money: how we manage portfolios during market turmoil
16 December 2022

In conversation with Tom Merchant and Charles Ambler

Tom Merchant
Charles Ambler
In this webinar, Tom Merchant and Charlie Ambler explore how to build portfolios designed to navigate market turbulence. They will run through some of the key market related concerns and questions Saltus advisers are hearing most frequently from their clients. 
Financial planning – what everyone should know when starting work
15 September 2022

In conversation with Jack Munday and Tom Merchant

Jack Munday
Tom Merchant
In this webinar, Tom Merchant and Jack Munday explore what are the fundamentals people should be aware of when starting work. They run through the financial planning gaps most commonly missed by people at the early stages of their careers with potentially detrimental effects on their eventual retirement. 
Preparing for retirement
09 June 2022

In conversation with Jack Munday and Jordan Gillies

Jack Munday
Jordan Gillies
In this webinar, Jordan Gillies and Jack Munday explore everything there is to know about preparing for retirement. They run through all the questions we get asked at Saltus by individuals nearing retirement including 'How much do I need to retire comfortably?'
Active vs Passive investing – is passive better than active management
11 June 2021

In conversation with Michael Stimpson and Jordan Gillies

Michael Stimpson
Jordan Gillies
The debate about active and passive management has been ongoing for several years. Active managers make investment decisions in an effort to outperform their benchmark, while passive managers simply track an index to gain exposure to a market. Mike and Jordan discuss the merits of both approaches, how the Saltus team have successfully selected active managers and when it's more appropriate to deploy a passive solution.
The Lifetime allowance – could it affect you
09 March 2021

In conversation with Jack Munday and Jordan Gillies

Jack Munday
Jordan Gillies
In this webinar, Jordan Gillies and Jack Munday explore everything there is to know about the Lifetime allowance. Many individuals believe that the Lifetime allowance won’t affect them but those with £700,000 in their pension can easily breach the LTA in around 7 years. Young high earners often get caught out as well by only building wealth in their pension so the implications can be far reaching. Jack and Jordan will discuss how prevention can be better than cure and the steps you can take if you are nearing the limit…
Protecting your most important asset
08 January 2021

In conversation with Jack Munday and Jordan Gillies

Jack Munday
Jordan Gillies
We insure our homes, cars and holidays without a second thought but, more often than not, we fail to protect our most valuable assets – ourselves. Jack Munday and Jordan Gillies provide a comprehensive overview of how to protect yourself more effectively.
Making money in 2020 – how we did it and what’s next
01 December 2020

In conversation with Michael Stimpson and Jordan Gillies

Michael Stimpson
Jordan Gillies
Michael Stimpson and Jordan Gillies consider how Saltus Investment Managers (SIM) have successfully delivered strong returns for clients regardless of the head winds faced and also turn their thoughts to 2021.
Planning through a crisis
15 October 2020

In conversation with Philip Bevan and Jordan Gillies

Philip Bevan
Jordan Gillies
COVID-19 has made 2020 a difficult year and as we head into winter, we are seeing it rear it's head again. Times of crisis can be unnerving when it comes to your personal finances and we’re here to help. Phil Bevan and Jordan Gillies consider how to prepare and manage your finances through challenging periods like these. They will explore the importance of a plan, how to approach cash reserves, the effect of panic selling and how organisation and consolidation can provide clarity and comfort.
How much do I need?
08 September 2020

In conversation with David Norton and Jordan Gillies

David Norton
Jordan Gillies
We insure our homes, cars and holidays without a second thought but, more often than not, we fail to protect our most valuable assets – ourselves. Jack Munday and Jordan Gillies provide a comprehensive overview of how to protect yourself more effectively.
Get in touch

Our locations

Whiteley
Solent Business Park, 4500 Parkway, Whiteley, Fareham, PO15 7AZ
Bath
Queen Square House, Queen Square Place, Bath, BA1 2LL
Bournemouth
Suite 10, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, BH12 1ED
Bristol
Spaces Castle Park, Programme Building, The Pithay, Bristol, BS1 2NB
Farnham
Gostrey House, Union Road, Farnham, Surrey, GU9 7PT
Leigh-on-Sea
1279 London Road, Leigh-on-Sea, SS9 2AD
London
3 -5 Rathbone Place, London, W1T 1JH
Penarth
The Gallery, 1-3 Washington Buildings, Penarth, CF64 2AD
St Albans
2nd Floor, Dagnall House, 2 Lower Dagnall Street, St Albans, AL3 4PA
Wells
Melbourne House, Wells, BA5 2PJ