Webinar: Annual allowances
Our Senior Technical Consultant, Lisa Webster, is back by popular demand for some more bite-sized technical pensions content.
This time, Lisa will be looking at the annual allowance; the different allowances, interactions between them and carry-forward; calculating the annual allowance charge; and how to pay the charge.
For more information, take a look at our supporting guides:
- Money purchase annual allowance guide
- Annual allowance tapering guide
- Carry forward guide
- Scheme pays guide
The value of investments can go down as well as up and your client may not get back their original investment.
For professional advisers’ use only.
Tax and pension rules apply.