Dealing account
An account with no maximum investment limits or allowances. But on the flipside, it doesn’t benefit from the same tax incentives and tax relief as an ISA or SIPP.
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Lump sum and death benefit allowance
This is a limit on the total tax-free lump sums that can be paid from your pensions both in your...
Lump sum allowance
When you access your pension, you can usually take up to 25% of the value tax-free. The lump sum allowance...
Ready-made pension
A simple, low-cost pension where you choose from four AJ Bell fund options.
Money paid in is automatically invested...