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29 Jan

LTA abolition: are we there yet?

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Event
Time:

1:00 pm

Date:

Wednesday 29th January 2025

Location:

Online

Duration

1 HRS 00 MINS

A promotion for an online Assembly called "LTA abolition: are we there yet?" that is taking place at 1pm on 29 January 2025. The promotion features prominent headshots of the two guests for the Assembly: Brian Radbone from Transact and James Jones-Tinsley from Barnett Waddingham.

The saga of the Lifetime Allowance abolition.

That’s soooooo 2023!

And 2024.

Surely not 2025 too?

Well, for our very first online Assembly of the new year, we’ll be asking whether we’ve absolutely definitely seen the back of all the corrective legislation, clear-as-mud HMRC guidance, and LTA limbo that paraplanners, advisers and clients endured for long periods over the last two years.

So if you’d like to be certain where things stand, and confirm for yourself that the LTA saga is absolutely definitely over, join us at 1pm on Wednesday 29 January 2025 when James Jones-Tinsley from Barnett Waddingham and Transact’s Brian Radbone will be joining us to put us all straight – once and for all.

(Maybe.)

Over the course of one lunch hour, James and Brian will offer their insights on all the corrections, clarifications and considerations that you could possibly want to know when it comes to the lifetime allowance.

Come armed with your questions and comments to share in the chat. Or just tune in to hear what our experts – and paraplanners just like you – have learned from the saga of the LTA abolition.

Want to join in? Save your spot now.

Speakers

1
James Jones-Tinsley
Barnett Waddingham

James graduated from Leeds University in 1990 with a degree in Economic History. He qualified as an Associate of the Pensions Management Institute in 1994 and became a Fellow in 2004. James is also a qualified Chartered Financial Planner and an Associate of the Personal Finance Society.

During the 13 years prior to joining Barnett Waddingham in 2015, James held pension technical roles with two Yorkshire-based firms of Independent Financial Advisers.

1
Brian Radbone
Transact

Brian has been in the financial services industry for over 35 years. He joined Transact in December 1999 shortly before its launch. Here he provided input into the development the tax wrapper functionality on the system whilst establishing a technical tax support function for financial advisers. He is now responsible for the team providing support to both advisers and the business.

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