News Articles

What Does The Lifetime Allowance Abolition Mean For Me?

28 Apr 2024

We are now in a new world of pension tax following the abolition of the lifetime allowance (LTA) on 6th April 2024. Last year’s Autumn Statement confirmed that the LTA will be abolished from April 2024 and the Finance Bill detailed the complex legislation required to achieve this within tight timescales. It was always going to be a challenge and there is still regulation that needs correcting. Wealth Professional have a watching brief on developments and communications from HMRC.

The Evolving Pension Position

05 Mar 2024

Abolition of the Lifetime Allowance - simple isn't it?

How to understand, measure, and evidence what clients really value?

08 Feb 2024

Director of Wealth Professional, Douglas Mitchell, was recently invited to the Schroders London Adviser Forum to share his thoughts on a very complicated, yet what should be straight forward question, – ‘What do clients really value?’

Chartered Investment Planning Exam Success

01 Feb 2024

Well done to Jo and Abbie who both decided to bypass the usual January New Year resolutions in favour of tackling an SCQF Level 9 Examination! Well, why wouldn’t you?