19th February 2021
Planning for tax year end? Your pension planning questions answered
Tax relief rules and annual allowance - let our Tax Relief Modeller help you
Tax relief rules and annual allowance rules work separately. Both sets of rules must be correctly considered to ensure pension savings are tax efficient.
Read on to learn more about the interaction of tax relief and annual allowance.
Tax Relief Modeller
We’re sure you already know but our Tax Relief Modeller is back up and running! You can use this to understand how pension contributions could impact your clients tax position. You can also use the tool to calculate your clients tax position regardless of any further pension contributions.
If you’ve never used this tool before here’s a short video to walk you through of how to use the Tax Relief Modeller highlighting the calculations and functionality.
Visit our tax year end support hub for pension and ISA planning tips and ideas, including useful tools and calculators.
Speak to your account manager if you need more information – we’re always happy to help.
Not yet registered?
Please complete this form to join our community