15th September 2016

James Hay: Tapered Annual Allowance and Planning Considerations

This Tech Talk provides insight into the challenges facing advisers as they endeavour to ensure that pension planning for their high net worth clients remains tax efficient. The interaction between the tapered annual allowance, the income definitions used to determine whether tapering of the annual allowance applies to an individual and pension funding needs to be understood for the adviser to give effective advice. Case studies in which an increase in pension funding is being considered by high income individuals are used to assist understanding.

Tapered Annual Allowance and Planning Considerations.pdf

The information provided here is based on our understanding and interpretation of current regulations and HM Revenue & Customs practice. It is not intended as a substitute for legal or other professional advice.

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