FOR ADVISERS ONLY

Tax relief and annual allowance

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

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Tax relief and the annual allowance presentation

*This webinar was recorded on 30 January 2019 and figures are based on the 2018/19 tax year.

CPD learning outcomes - 60 minutes

After watching this webinar, you 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
Last updated: 24 May 2019
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