IMPORTANT: Our phone number has been spoofed by scammers. It is being used for spam phone calls. If you receive a call from someone claiming to be Medical Family Finance asking you to transfer funds, please hang up immediately.

We are working to get this sorted as a matter of urgence. We will provide an update when the issue has been fixed. Thank you for your patience and understanding.

Medical Family Finance

Understanding the Annual Allowance – Webinar

revenue and customs

To help explain some of the complexities of the Annual Allowance and its impact on pension savings, we organised a webinar in February 2021.

The session was hosted by chartered financial planner Joseph Awaritefe and lasted around 30mins, covering the following key topics:

  • Annual Allowance rules up until the end of 19/20 tax year
  • Paying tax charges including Scheme Pays options
  • Claiming government compensation for tax charges in the 19/20 tax year
  • Impact of new Annual Allowance rules from the 2020/21 tax year
  • How the McCloud Judgement may affect your Annual Allowance figures

For further information or to talk to an adviser, please complete our contact form or phone 020 7252 5765.

Share this post

Share on facebook
Share on twitter
Share on linkedin
Share on whatsapp
Share on email
Share on print

Latest webinars

Meet the article author...