Money purchase annual allowance | Bitesize Technical скачать в хорошем качестве

Money purchase annual allowance | Bitesize Technical

Senior Technical Consultant, Joshua Croft, explains how the Money Purchase Annual Allowance (MPAA) limits the maximum amount of pension savings your clients can make each year. He also reveals how the MPAA affects clients who have defined benefit accrual. Watch the video now to learn more about: • what ‘flexibly accessed’ means in relation to MPAA; • which events do not trigger the MPAA; • how the MPAA relates to carry forward; and • how the annual allowance works in the year the MPAA is triggered. To read more on the topic, head on over to our website to view the full article: https://www.investcentre.co.uk/articl... ____________________________ Enter the Techcentre Keep your finger on the pulse of the ever-changing regulatory and legislative landscape with the help of our technical experts: https://www.investcentre.co.uk/suppor... ____________________________ For financial professionals only. The information contained in our technical material is based on our understanding of current law, practice and taxation which may be subject to change.