Paraplanning831
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Hi Les, that's great thank you. So if any full encashment was delayed until the new tax year then I am assuming this no longer applies and calculation goes back to normal.
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Thank you both, that is very helpful. In this instance, then, it will be a stand alone lump sum (SALS). I have looked into this but cannot seem to find a concrete answer on whether or not the client would be able to withdraw this stand-alone lump s…