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LSA/LSDBA Modeller

Calculate allowance availability and usage based on contributions and withdrawals taken 

  • Covers LSA and LSDBA usage
  • View online and offline
  • Save as a pdf for your reports

Key features

  • Project unvested, pre April 24 and post April 24 drawdown pots
  • Assess lump sum allowance and lump sum and death benefit allowance availability
  • Identify contributions and withdrawals impact on allowance usage and availability

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.

Support materials to help you

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Please note - you need to enable macros to use the tool.

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M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.