LIFETIME ALLOWANCE

Since the inception of the lifetime allowance in 2006, we have been helping our clients manage and mitigate the potential associated taxes. In 2021, the likelihood of exceeding the allowance is far greater than when it was introduced. Becketts’ team of Chartered Financial Planners will model the likelihood of you incurring this tax and can advise you on the best ways to approach it.
  • Experts in pension lifetime allowance mitigation
  • A 20-year history in working with retirees
  • A team of Chartered Planners to visualise your retirement
  • Minimise the Lifetime Allowance tax charge
  • How to manage pensions worth more than £1,000,000
  • Experts in advising clients with pensions above £1,000,000
  • A history of saving clients tax on their pensions
  • Experience in working with senior executives and high net-worth families

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