Tax relief and annual allowance

education iconJim Grant and Fiona Hanrahan dig deeper into the technicalities of tax relief and the annual allowance in our webinar master-class*.

*This webinar was recorded on 29 January 2020 and figures are based on the 2019/20 tax year.

CPD learning outcomes - 60 minutes

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

  • the rules on tax relief and how much is available.
  • the relationship between the annual allowance and tax relief.
  • what triggers the money purchase annual allowance.
  • how to calculate the annual allowance when the taper applies.
  • how to calculate unused annual allowance using carry forward.
  • know where people go wrong when doing carry forward calculations and how to prepare.
  • understand carry forward by working through some case studies.

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