NR-301 form
To hold Canadian shares within your ISA, Lifetime ISA, Junior ISA or Dealing account, you need to complete a NR-301 form. (You don’t need to complete this form to hold Canadian shares in a SIPP.) You can’t complete a NR-301 form online, so will need to post it to us.
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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...