Annual allowance explained | Bitesize Technical

Senior Technical Consultant, Lisa Webster, explains the rules around the annual allowance, and the factors to consider when calculating the maximum allowable pension contributions.

Lisa explains:
• which clients the annual allowance applies to;
• what factors count towards the annual allowance;
• what happens when the annual allowance is exceeded; and
• if the annual allowance restricts tax relief.

To read more on the topic, head on over to our website to view the full article: https://www.investcentre.co.uk/articl...

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For financial professionals only.
The information contained in our technical material is based on our understanding of current law, practice and taxation which may be subject to change.