Maximising your clients' annual allowances
Here, you'll find the latest insight for maximising your clients' annual allowances, and expert guidance to help make the process as straightforward as possible.
Annual allowances
Details of the annual allowances for the 2024/2025 tax year to help you support your clients tax planning.
The abolition of the Lifetime Allowance
We look at changes to the Lifetime Allowance and what it means from now onwards.
Technical resources
Detailed technical articles from our Financial Planning experts:
Lifetime Allowance changes for 2023/24 (PDF, 151KB)
The abolition of the Lifetime Allowance (PDF, 91KB)
Tax-free cash and Transitional Tax-free Amount Certificates (PDF, 159KB)
Carry forward
Find out how the carry forward rules are an integral part of tax year planning.
Top Up Tool
Use our new top up tool to highlight the positive impact a top up could have on your clients' future retirement.
Case study - levels of contributions
Read our case study to see the impact of increasing contributions - where clients can afford to top up, the benefits can be significant.