Jan 29 2025 57 mins
For our very first online Assembly of 2025, we asked whether we'd absolutely definitely seen the back of all the corrective legislation, clear-as-mud HMRC guidance, and lifetime allowance (LTA) limbo that paraplanners, advisers and clients endured for long periods over the previous two years.
So for those who wanted to be certain where things stood, and confirm for themselves that the LTA saga was absolutely definitely over, James Jones-Tinsley from Barnett Waddingham and Transact's Brian Radbone joined us to put us all straight – once and for all.
Over the course of one lunch hour, James and Brian offered their insights on all the corrections, clarifications and considerations that you could possibly want to know when it comes to the lifetime allowance.
Paraplanners came armed with their questions and comments to share in the chat, and tuned in to hear what our experts – and paraplanners just like them – learned from the saga of the LTA abolition.
Useful links
Here are some useful downloads and links from this Assembly. You’ll find PDF and PNG images of the LTA saga timeline visual that James talked through. Plus we’ve provided links to the podcast and video of James’s conversation with Pivotal Paraplanning’s Leanne Pickering about how Budgets become law (which includes quite a lot of LTA chat).
LTA abolition legislative timeline (PNG image)
LTA abolition legislative timeline (PDF)
Podcast - From Parliament to paraplanner: How do Budget measures become law?
Video - From Parliament to paraplanner: how do Budget measures become law?
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