Lump sum & death benefit allowance

Technical Guide

the facts

• Lump sum and death benefit allowance (LSDBA)

Practical Guide

putting it into practice

• Case studies – transitional tax-free amount certificates (TTFACs)
• Decision tree - who should consider applying for a TTFAC?

Thought Leadership

our insights on current topics

• Transitional tax-free amount certificates (TTFACs) - who will and won’t need them
• Life after LTA begins to take shape