For anyone in excess of the lifetime allowance, tax is currently charged at 55% if benefits are taken as a lump sum. To take funds as a regular income, such as an annuity, this is 25% although this is on top of their usual income tax.
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Securely operate and manage all aspects of your account with us.
Secure logins to the toolkit in your Adviser Centre and to your client accounts.
For anyone in excess of the lifetime allowance, tax is currently charged at 55% if benefits are taken as a lump sum. To take funds as a regular income, such as an annuity, this is 25% although this is on top of their usual income tax.
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