After a fairly good investment return this year, I thought I’d better look ahead at what prolonged good return might mean for taxes. At the same time I’ve adjusted how I plan ahead, which has barely changed the pension that I allow myself, but which gives me a better view of tax implications. It all means that Lifetime Allowance BCE 5A needs thinking about. I have a plan for now, and couple of options for a few years’ time. I’ve written a page on this.
Making Sense of My Personal Finance