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Lifetime allowance abolition: are we there yet?

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Event
Date:

Wednesday 29th January 2025

Location:

Online

Duration

1 HRS 00 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.

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.

Event resources

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).

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