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Alistair Cunningham
Although the HMRC website, at the time of writing, says that the form in unavailable, the form for those wishing to register for Fixed Protection is available on the HMRC website. The form is known as an “APSS227” (Application for protection of your lifetime allowance – fixed protection)
As a reminder, Fixed Protection is important for those at, or close to the new Pensions Lifetime Allowance of £1.5m, when the new rules take effect on 6th April 2012.
Wingate are able to offer advice and assistance in completing this form, we would bear the cost of our initial discussion and we would normally be able to give you a fee indication immediately. You can contact us using this form or calling 0844 815 7002.
Contact the Author
Alistair, a founding director of Wingate Financial Planning, specialises in complex client cases, particularly owner-managed businesses, pensions, and retirement planning. He is a member of the Wingate Investment Committee and a Chartered Financial Planner, Fellow of the Personal Finance Society, and member of STEP and the Chartered Institute of Taxation.
