Find out how Annual Allowance could impact your clients – whether the standard Annual Allowance or Tapered Annual Allowance applies, as well as the amount of unused allowance and carry forward.
Enter your client’s existing and expected pension input amounts and this tool will show:
Add this tool to your favourites and use it even when you’re not online.
The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.
Whilst you’re able to download this tool, we would always recommend using the version available online in case it changes.