Pension Lifetime Allowance Guidance
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Very helpful and speedy answer to my query about Lifetime Allowance for pensions. I feared I would be caught, but my mind has been put at rest! Thank you
Alexander Ogden of Capital Wealth Partners was extremely knowledgeable and very helpful when advising me about my pension arrangements and their tax implications recently. As important is Alexander's ability to explain complicated issues succinctly and clearly, and to provide advice in terms that are understandable to the layman - something that many advisers are unable to do. As a former banker and Managing Director of a financial services company, I value professional and clear advice - something that I received from Alexander.
Alexander gave me clear and concise information relating to the pension Lifetime Allowance which has greatly assisted my planning for retirement. Capital Wealth Partners will be my first stop for investment advice and planning in the future.
If I could leave 6 gold stars, I would definitely do so! Thank you so much for taking the time to speak with me this morning, Alexander, and for such a clear and cogent explanation of my position in the amazingly complex area of the lifetime allowance - absolutely brilliant!
Alex has been providing me with pension and alternative investment advice for the past 3 years. During that time he has always been available to deal with my questions. Nothing is ever too difficult and he follows up his responses in writing. In addition to his own expert knowledge he has a professional network of advisers that cover areas he is not qualified to deal with. I have worked at a senior level in financial services and the city for 30 years and can say with confidence that Alex and his team are the best I have come across and can't recommend him highly enough.
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The article below from This is Money provides a very startling view of how some savers could get caught out by a tax penalty they