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FOR ADVISERS ONLY

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*.

Download this video (right-click and save)

*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.

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.