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People who have crystallised benefits under the pre April 2024 Lifetime Allowance regime will have their standard post April 2024 Lump Sum Allowance and Lump Sum and Death Benefit Allowance reduced under transitional rules.
Tax Year End Hub
Pensions
Ensure that your clients' pension savings are tax efficient by considering both tax relief and annual allowance rules with the help of M&G Wealth Adviser.
6 Apr 23 20 min read
Use the Annual Allowance calculator from M&G Wealth to find out how Annual Allowance could impact your clients, as well as the amount of unused allowance.
Use the Tax Relief modeller on the M&G Wealth website to understand how pension contributions could impact your clients' tax position.
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