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

Published  12 January 2021
   60 min CPD

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

  • 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.

What's covered

  • A refresher of the annual, money purchase and taper allowance
  • Scheme pays in detail
  • The calculation process
  • Case studies and planning points.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.