People who have crystallised benefits under the pre April 2024 Lifetime Allowance regime will have their standard post April 2024 Lump Sum Allowance and Lump Sum and Death Benefit Allowance reduced under transitional rules.
- Three simple inputs
- View online and offline
- Save as a pdf for your reports
Key features
- Identify the standard LSA and LSDBA
- Calculates the standard transitional deductions
- Clearly shows available allowances under default rules and transitional certificate rules.
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.
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