Annual allowance, who’s afraid of the big bad tax charge?

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Join Fiona and Justin as they dig deeper into some of the technical aspects of the annual allowance (AA), including how it interacts with tax relief, carry forward, the taper and the MPAA.

You’ll also hear about the options for paying any annual allowance tax charge and how staying in a scheme and paying the charge is considered, versus opting out of the scheme.

CPD learning outcomes - 60 minutes

60 minutesAfter watching this webinar, you'll have an understanding of:

  • How the annual, money purchase, and tapered allowances work. 
  • How to calculate whether an opt-out is suitable.
  • How scheme pays operates.
  • Other factors impacting suitability.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.