Tax relief and annual allowance

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

*This webinar was recorded on 17 June 2022 and figures are based on the 2022/23 tax year.

CPD learning outcomes - 45 minutes

60 minutesAfter this webinar you'll be able to:

  • Understand the rules on tax relief and how much is available.
  • Understand the relationship between the annual allowance and tax relief.
  • Understand what triggers the money purchase annual allowance.
  • Understand how to calculate the annual allowance when the taper applies.
  • Understand how to calculate unused annual allowance using carry forward.

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