Contact
Find out how to make the most of your assets – including pensions and other investments – to ensure you are well positioned for your future, and to pass on your wealth.
T +44 (0) 20 3795 4747
E advice@netwealth.com
A Two Fitzroy Place, 8 Mortimer Street, London, W1T 3JJ
W netwealth.com
Important to know
When investing your capital is at risk. The value of investments may go down as well as up, so you could get back less than you invested.
Netwealth offers advice restricted to the services provided by Netwealth and does not provide independent advice across the market. We do not provide advice in relation to tax compliance, personal recommendations with regards to insurance and protection or advise
upon the transfer of defined benefit pensions.
Netwealth Investments Limited is authorised and regulated by the Financial Conduct Authority, with firm reference no. 706988. Registered in England and Wales, with company no. 09493628 and with registered offices at Reading Bridge House, George Street, Reading, RG 1 8LS. Netwealth is covered by the Financial Services Compensation Scheme (FSCS).
It is your responsibility to check and monitor your status in relation to the lifetime allowance. Your pension providers and HMRC will not monitor this for you or warn you when you get close to the limit or breach it.
If you are still several years from retirement, it is worth considering how your pension funds might grow and whether they are likely to exceed the LTA at some point in the future. If it is likely that you breach the lifetime allowance you may wish to review your level of pension contributions in the future.
Guidance and advice is available from many providers in the market including Netwealth and you should ensure that you have found all the information you need in order to make the right choices for you.
If you are unsure of anything or have specific questions, please contact the Netwealth team or another regulated investment and advice firm.
