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FOR ADVISERS ONLY

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.

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.