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

Lifetime Allowance modeller

Key features of our Lifetime Allowance (LTA) modeller

This tool allows you to estimate the potential LTA liability for your client, catering for those with no protection and Fixed and Individual Protections. It uses the percentage method of identifying available LTA.

The figures it calculates represent only potential growth and LTA charges over the terms shown and isn’t an indicator of future performance.

Guidance, but not advice

This tool is not a personal illustration and the values presented do not suggest any recommendation and should not be taken as offering advice from Prudential. The calculator is based on our current understanding of HMRC rules and practice relating to the operation of the LTA.

Tax rules can change and the impact of taxation (and any tax relief) depends on individual's circumstances.

Whilst you’re able to download this tool, we would always recommend using the version available online in case it changes.

Use the Lifetime Allowance Modeller

Please note the Lifetime Allowance Modeller may take a few minutes to load.