Cost of Lifetime Allowance Advice
We charge for lifetime allowance advice in one of two ways. One, we either work with you to fill the gaps in your knowledge on an hourly rate of £225 an hour, or we can offer you a full lifetime allowance advice report for £1,950.
Some cases are more challenging to deal with than others, but on average, we can provide an assessment and some strategies for you to consider within a few hours work.
Finding information about the pension lifetime allowance on the internet isn’t easy, and even when you can, it may be even harder to fully understand all of the various legislation that can be a minefield to navigate.
At Capital Wealth Partners, we have made the pension lifetime allowance one of our speciality areas. Over the past five years, we have provided thousands of lifetime allowance pensioners with essential information and guidance that has saved millions of pounds in LTA tax.
Over this time, we have learned that we generally speak to two types of client.
The most popular being clients who self-manage their investment, don’t have or want an IFA in the conventional sense and are looking for some direction on how they can implement their lifetime allowance strategies. These clients tend to use a few hours of our time to fill the knowledge gaps they have, and that is sufficient.
The second type of client would like a more hands-off approach and a regulated advice report that sets out precisely the route to take in planning their lifetime allowance.
This is why we have a two-tiered charging approach. So, if you need just a little help or a lot, we can accommodate both options while providing multiple options for the cost of lifetime allowance advice.
To find out if we can help you with your lifetime allowance challenges feel free to call a member of our team. We will be happy to discuss your case with you for free and let you know if our chargeable service can help you.
You may like
People who read this also read
Questions? We'll Put You On The Right Path!
With over 35 years of experience, our team will be able to provide you with the guidance you need to make the right decisions.