For UK financial advice professionals only, not approved for use by retail customers. Click here for the customer website.

Annual Allowance Calculator

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.

  • Covers three aspects of Annual Allowance
  • View online and offline
  • Save as a pdf for your reports

Key features of our Annual Allowance calculator

Three aspects of Annual Allowance

Enter your client’s existing and expected pension input amounts and this tool will show:

  • the amount of unused Annual Allowance, including any carry forward

  • if your client will be subject to the tapered Annual Allowance and have a personal Annual Allowance lower than the current allowance, it will calculate the taper per tax year. 
  • if an Annual Allowance excess exists

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Guidance, but not advice

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.