Pension considerations at tax year end

Calculating a client’s pension allowances, particularly at tax year end, can be complex.

FundsNetwork’s tax and pension experts, Paul Kennedy and Paul Squirrell, discuss the steps necessary to assess a client’s position before making a pension contribution.

From the critical starting point of tax relief, they also discuss:

  • Annual allowances
  • The tapered annual allowance
  • Carry forward
  • The money purchase annual allowance and the triggers
  • Exceeding annual allowances
  • The lifetime allowance

The video can be viewed within the tax year end hub of FundsNetwork, where you will also find a wide range of support material for you and your clients at this time of year.

Watch now