4Forty4 S1Ep9
Welcome to the channel. I'm Huw - a retirement specialist and money coach at Proposito Financial Planning based in the heart of the Cotswolds. On this channel we explore the tools, strategies and money habits that can help us maximise our LifeForce - our TIME, ENERGY & ABILITY - so we can live a life with more meaning and more happiness.
In this 4Forty4 Huw takes a deep dive into the world of the pension annual allowance.
00:00 - Intro
2:40 - How much is the annual allowance
3:25 - How to exceed the annual allowance
5:15 - Annual allowance and DC & DB schemes
7:59 - How the annual allowance is reduced
9:21 - Annual allowance tax charge
Huw is a chartered financial planner and certified financial planner.
Risk Warnings
Proposito Financial Planning is authorised and regulated by the Financial Conduct Authority. The value of investments can fall as well as rise. You may not get back the amount originally invested. Capital at risk. Past performance is not a guide to future returns.
This video does not constitute financial advice.
