Transitional tax-free amount certificate: when could it be useful?

• Describe some of the rules about the lump sum allowance and LTA in the run-up to the new tax year
• Explain how to prepare for them
• Identify ways to make the most of the new rules

• Describe some of the rules about the lump sum allowance and LTA in the run-up to the new tax year
• Explain how to prepare for them
• Identify ways to make the most of the new rules

CPD

Approx.30min

CPD

Approx.30min