Anticipating tax with a revised planning model

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.

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