How is the “Chance of paying LTA tax” calculated?

For each calculation, we run 1,000 scenarios. For each of these, we calculate the amount of LTA tax payable over the client's lifetime (or the lifetime of both clients, in joint planning cases).  We see how many of the scenarios give rise to LTA tax charges and return this as a proportion of the 1,000 scenarios.

 

 

 

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