Removal of the Lifetime Allowance

What the removal of the Lifetime Allowance means for financial planning clients

Opportunity knocks?

The removal of the Lifetime Allowance has thrown open more financial planning opportunities for people who might otherwise have breached the LTA. In this video, Gareth Hope, Wren Sterling’s Head of Research, Lucy Talbot, a Financial Planning Analyst in Wren Sterling’s Leamington Spa office and Rory McPherson, Magnus’s Chief Investment Officer discuss what has happened and where opportunity lies with Nick Moules, Wren Sterling’s Head of Marketing.


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